Per SPV pricing for simple and repeatable deal structure
Self-Managed
Master/Regular/Series
Entity Registration & Maintenance
Registered Agent
Tax & K1 Preparation
Bank Account Setup
KYC/AML
$500 per LP distribution fee (5K cap)
1% of gross capital (2,500 min / 10,000 max)
White-labelled automation to build your brand
Self-Managed
Master/Regular/Series
Entity Registration & Maintenance
Registered Agent
Tax & K1 Preparation
Bank Account Setup
KYC/AML
$500 per LP distribution fee (5K cap)
1% of gross capital (2,500 min / 10,000 max)
Syndicately's automation -- your platform, your users
Self-Managed
Master/Regular/Series
Entity Registration & Maintenance
Registered Agent
Tax & K1 Preparation
Bank Account Setup
KYC/AML
$500 per LP distribution fee (5K cap)
1% of gross capital (2,500 min / 10,000 max)
Blue Sky fees are regulatory fees imposed by states, are variable, and are a cost of the fund, not part of Sydicately’s fees – Syndicately will process the filings and pass through payments to the states.
The Syndicately platform supports Special Purpose Vehicles.
We currently support primary equity, secondaries, SAFEs, convertible notes and plan to offer additional deal types in the future.
Syndicately is neither an owner nor have any active control over the SPV entity. Syndicately establishes the SPV entity of behalf of our clients. The manager profile selected during the SPV creation request process (an individual or entity) has operational control of the entity, which is also outlined in the Operating Agreement. Syndicately per our terms of service, is an authorized third party that can take actions on behlf of the manager and can support actions such as filling a certificate of good standing on behalf of the SPV entity each year.
Syndicately establishes a unique bank account for each SPV, your investors and your target investment through our system and fintech partner. Each individual person or group owns their own account entirely.
We keep our pricing transparent without hidden fees, a one-time service fee at the close includes issuing your annual K-1s.
Yes and yes.
We have a standardized operating agreement and subscription document that will cover the majority of use cases. These documents are constructed to also be easily altered with an individual LP via a side letter in our custom portal.
We are also able to upload your own Operating Agreement and Subscription Documents via our Custom Portal feature.
All SPVs are pass through vehicles; any income made from carried interest or management fees will be passed on to the EIN/SSN of the manager. It is ultimately up to you/your fund manager to decide how you want that income to be passed on and establish the best management practices for your situation.
All SPVs are pass through vehicles; any income made from carried interest or management fees will be passed on to the EIN/SSN of the manager. It is ultimately up to you to decide how you want that income to be passed on and establish the best management practices for your situation.
We offer live chat support directly in the platform Monday-Friday from 9-5 EST. Any messages received outside of that timeframe will be answered the following business day. We also offer support via email at help@syndicately.com.
An accredited investor is an individual, entity or trust that falls under one of the various qualifications outlined by the SEC under Regulation D. To invest in a SPV 506b offering, you need to be a accredited investor, qualified purchaser or you can have an SPV with up to 35 non-accredited investors.
