What if we told you that starting a fund doesn’t have to be nearly as complicated as you might expect?
At Avestor, we’re making it easier and more affordable to launch and manage a fund, whether you’re raising capital for your first deal or you’re an experienced syndicator looking to scale more efficiently.
Keep reading to learn more about the step-by-step process of launching a customizable fund on Avestor’s platform.
1. Set Up Your Fund with Support from Avestor’s Partners
When you’re doing it on your own, the expenses associated with starting a fund can add up fast. But it doesn’t have to be that way. At Avestor, we’ve partnered with leading attorneys, accountants, and banks to help our customers access the services they need at a reduced rate.
From the moment you join Avestor, we guide you through the process of completing all necessary legal steps — from finding a lawyer to forming your legal entity to completing state registrations, Reg D filings, and more.
You can also choose to work with one of our banking partners, who are familiar with the customizable fund model and can help you get your accounts set up as quickly as possible.
2. Add Your First Deal
As soon as your fund is properly set up on the Avestor platform, you can start adding deals. Our platform is extremely user-friendly and easy to navigate, so you can quickly create new investments, upload associated documents and photos, and more.
A customizable fund gives you the unique flexibility to make decisions on a deal-by-deal basis. For each deal you add, you have the option to invest as a GP, co-GP, LP, or JV. You can also set a distinct minimum investment threshold for each deal, and you can choose from a variety of deal structure and compensation models.
3. Onboard Your Investors
Avestor doesn’t just offer support during the fund launch process, we also partner with you to simplify your ongoing investor management.
When you’re ready to onboard investors, we complete all KYC, accreditation, and AML to make sure you remain compliant. We’ve also built a sophisticated investor platform that makes it easy for them to access information about all your available investment opportunities and start building their custom portfolios.
4. Add New Deals Over Time
Under a traditional fund model, managers must choose a definitive start and end date for their funds. But with a customizable fund, you can add new deals at any time, and your fund never expires unless you want it to.
This is one of the factors that makes a customizable fund significantly more affordable than a traditional fund — which can only last for a set amount of time — or a syndication model — which requires you to create a new entity for each deal you do.
Plus, it makes it possible for you to create new deals at any time, 24 hours a day and 365 days a year.
Are you ready to hit the ground running with creating your customizable fund? Or, do you have more questions you’re hoping to get answered? Sign up for a free strategy call today to get connected with a member of our team and learn about your next steps!
