An individual, entity, syndicator, angel group, fund or venture capitalist who organizes SPVs and raises funds by reaching out to their network of accredited investors to invest in private assets.
Capital Account Statements
Blue Skies
Entity Maintenance
Distributions
Cap Table Finalizing Checklist Membership Transfers Permission based access
Form ID Tax Package Membership Sales Ops Panel
Fund Features
Up to 50 Investors Up to 3 Closes Entity Creation Registered Agent EIN Money Movement Account ACH and Wire Documents Flexible Economic Terms QP and QC
Invite investors US and Non US Investors Tax Documents including W-8 BEN E 506(b) Accreditation Verification 506(c) Accreditation Verification KYC/AML Checks Impersonate Side Letters Auto-reconciliation Document Regeneration