New LIFT Series Request
Submit a Series Request under the fund's onboarded playbook. Out-of-playbook requests escalate to Steward review and may require Partner engagement before they can proceed.
Request Details
Validation runs against Charging Cities BONUS Depreciation Playbook
Range: $5,000,000 – $50,000,000
Playbook Constraints
Charging Cities BONUS Depreciation Playbook
Proforma requires Fiduciary
Approved requires FiduciaryLegal
Approved cohorts: BONUS Depreciation Accredited
Approval Flow
- Operating team submits request
- Platform validates against playbook
- Steward reviews, approves, revises, or escalates
- Trust counsel engaged for formation documents
- Series instantiated on Exchange Reserve with REV parameters
- Cohort onboarding for the series begins