The Big Beautiful Bill and SPVs: What You Need to Know
This blog post explores how the One Big Beautiful Bill Act (BBB), signed into law in July 2025, impacts Special Purpose Vehicles (SPVs) used in Reg D 506 offerings. It breaks down the bill’s effects on QSBS tax benefits, securities regulations, capital gains, and investor definitions—highlighting where SPVs stand to benefit, remain unaffected, or face […]
Banks Are Like People—Weird, Wonderful, and All Over the Place
Discover why no two banks are alike when it comes to managing your SPV. Based on insights from over 10,000 SPVs, this guide explores key trade-offs in banking—technology, interest income, compliance, customer service, and more—helping SPV organizers choose the right bank for their top priorities. Let me know if you’d like variations with different keyword […]
Steak Dinner for a Hamburger Price
Some folks want a $15K steak dinner for a $3.5K hamburger price. Sally automates SPVs—fast, compliant, efficient. But it’s not a butler. If you want full-service, go concierge. If you want control + speed, go Sally. 🥩 Steak Dinner for a Hamburger Price Why Value, Expectations, and Automation Don’t Always Mix Every founder, salesperson, or […]
How to Conduct a Background (OFAC) Check on Your SPV Investors
Learn how to quickly and effectively run an OFAC check on your SPV investors using the free U.S. Treasury sanctions search tool. This step-by-step guide walks you through the process, explains why it matters, and shows you how to document your compliance—perfect for SPV organizers and syndicate leads. 🛡️ How to Conduct an OFAC Check […]
Why Delaware Is Still the Best Jurisdiction for SPVs
Why Delaware Is Still the Best Jurisdiction for SPVs Despite a growing movement of C-Corps leaving Delaware, this blog post explains why Delaware remains the gold standard for SPVs structured as LLCs or LPs. From its unique ability to waive fiduciary duties to its unmatched legal predictability and investor familiarity, Delaware continues to offer the […]
How to Get an EIN for Your SPV (LP Structure)
Step-by-step guide to getting an EIN for your LLC or LP based SPV using the IRS online EIN Assistant. Learn what information you need, how to complete each section of the form, and how to avoid common mistakes—essential for opening a bank account, filing taxes, and staying compliant. How to Get an EIN for Your […]
How to Get an EIN for Your SPV (LLC Structure)
Step-by-step guide to getting an EIN for your LLC or LP based SPV using the IRS online EIN Assistant. Learn what information you need, how to complete each section of the form, and how to avoid common mistakes—essential for opening a bank account, filing taxes, and staying compliant. How to Get an EIN for Your […]
How to Set Up Your SPV Entity: A Step-by-Step Guide
Step-by-step guide to setting up a Delaware SPV (LP, LLC or Master Series). Learn how to check name availability, prepare formation documents, choose a registered agent, file with the Delaware Division of Corporations, and download essential post-formation templates. Perfect for first-time SPV organizers. How to Set Up Your SPV Entity: A Step-by-Step Guide Welcome to All […]
ERA, RIA, and No-Action Letters: Navigating Regulatory Compliance in Capital Raising
Learn how to stay compliant when raising capital through SPVs. This guide breaks down what counts as investment advice, when ERA or RIA registration is required, and how to navigate state exemptions and no-action letters. A must-read for fund managers, syndicate leads, and startup investors. ERA, RIA, and No-Action Letters: Navigating Regulatory Compliance in Capital […]
Term Sheets and Term Types: A Comprehensive Guide for Entrepreneurs and Investors
A clear and comprehensive guide to term sheets and early-stage investment structures. Learn the differences between SAFEs, convertible notes, and priced rounds, plus how term sheets shape startup fundraising. Essential reading for founders, investors, and anyone working with SPVs. Understanding Term Sheets and Investment Structures in Early-Stage Funding Securing funding for your startup is a […]