Focus on investing
Deal Answer will take care of the rest
Lower your overall costs and free up resources for mission critical activities.
Launch0 5
VC Funds
Formation
Launch your customized VC Fund from anywhere.
Investors
Onboarding
Experience fast, convenient, and smooth Subscriptions and Capital Calls.
ERA, Form D,
and Blue Sky Filing
Say goodby to compliance headaches.
Virtual
CFO
Take complete control of your processes and accounts at all times.
Digital Investment Portal
and Mobile Application
Elevate transparency and improve reporting.
We collaborate with traditional banks and next-generation fintech platforms
Select the service that is right for your business needs, and we will complete onboarding quickly and securely.
Online banking solutions
Brokerage Accounts
How It Works
1
/STEP
/STEP
Set Up Fund
Set Up Fund
- Choose a name
- Submit information
- Select Investment terms
What you do:
- Registers GP, Managing Company, and Fund
- Generates all legal documents
- Receives EIN
- Opens bank accounts
- Files Form D
- Blue Sky filings
- Files ADV Form
Deal Answer:
2
/STEP
/STEP
Onboard Investors
Onboard Investors
- Invite investors
What you do:
- Collects KYC Documents
- Verifies “accredited investor” status and source of income
- Conducts AML screening: PEP, sanction lists
- Fills out subscription documents
- Collects e-signatures
Deal Answer:
3
/STEP
/STEP
Collect Capital Contributions
Collect Capital Contributions
- Decide when to make capital calls
What you do:
- Runs capital calls
- Sends payment reminders
- Tracks capital contributions
Deal Answer:
4
/STEP
/STEP
Source Deals and Invest
Source Deals and Invest
- Find investment opportunities and close Investment transactions
What you do:
- Submits Fund KYC documents
- Fills out financing documents
- Manages investment closings
- Issues corporate resolutions
Deal Answer:
5
/STEP
/STEP
Manage Portfolio
Manage Portfolio
- Manage investment portfolio
What you do:
- Files annual ADV Form amendment
- Pays registered agent fees
- Accounting & tax filing
- Manages investor meetings
- Sends investor updates
Deal Answer:
6
/STEP
/STEP
Distribute Income
Distribute Income
- Receive carried interest
What you do:
- Runs distributions
Deal Answer:
What Our Partners Are Saying
Our team of trusted industry experts and dedicated investment professionals are here for you.
Pricing
SPVSeries LLCSeries as a ServiceLimited PartnershipAdministration ServicesAccounting and Tax Filing
SPV
- Legal formation
- EIN
- Bank account
- Customized legal documents
- Single-Asset and Multi-Asset SPV
- AML Policies
- Form D Filing
- Blue Sky Filing
- Investor Portal and Mobile Application
We match like-minded VCs, investors, and tech entrepreneurs with ease
Find Active Deals
Co-Invest with
Other VCs
Other VCs
Invite Community
to Invest
to Invest
Raise Capital
Find Lead Investor