We take on the taxes, distributors, and maintenance for the life of your investment including K1s, making things easier for you and your back office every year. Yes, K1s for every LP invested in your SPV.
Get a unique deal page for each of your investments. Manage all aspects of each SPV opportunity with a unique invite link, data room, capital, fee calculator, accounts and documents tables. Message, update or remind your investors with just one click.
In under 15 minutes, your investors can set up an investor profile as an individual, entity, or trust. Once set up, have peace of mind that everyone is KYC’d with tax information on file and linked funding sources for your current deal, and any in the future.
We provide ready-to-go templates for investors and managers to spin up operating agreements, subscription documents, and private placement memorandums. Using profile details we can auto populate documents that simply require a signature.
At close, our system automatically begins to transfer funds into a dedicated bank account opened for the SPV. Once all funds have settled in the account, we facilitate the flow out to the target investment opportunity.
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