Platform
Get Started

Discover how raising capital can be made easy through Customizable Fund™ and a seamless investment experience.

Book a Strategy Call
One Solution for Everything
Customizable Fund™Fund Set Up & AdminInvestor Management

These platforms can be provided by financial institutions, such as banks and brokerages.

MarketplacePricing
Resources
Get Started

These platforms can be provided by financial institutions, such as banks and brokerages, or by technology companies and fintech firms.

Book a Strategy Call
Resources to Grow
Attend a Live WebinarBlogCase StudiesPodcast AppearancesFAQsLearn from 200+ Funds
Book a Strategy Call
Initial Setup
Custom Pricing Options
Establish fund business plan
Customized fund legal documents
File necessary SEC disclosures
Setup fund bank accounts
Setup fund accounting
Setup customized investor portal
Training on fund management
Monthly Subscription
Starts at $600/month
Branded investor portal
Unlimited registered investors
Unlimited investments
KYC/AML checks for all investors
ACH transactions included
Customizable investment pages
Dynamic account statements
Mastermind (fund manager network)
Access to preferred deals
Starts at $600/month based on EUM
(equity under management)
Includes
Branded investor portal
Replaces syndications
Replaces debt notes
Create unlimited investments
Free KYC/AML checks of investors
Unlimited ACH transactions
Operations/administration
Bookkeeping/accounting
Mastermind membership
Access to preferred deals
Business & Strategic support
Video sessions, email
Technical support
Video sessions, email, support site
Avestor grows with you
Small Fund
<$5m EUM
Medium Fund
$5m-$20m EUM
LargeFund
$20m+ EUM
Team access
Fund management team accounts
3
5
Unlimited
Role & access management
Fund mgr role
10 different roles
Custom roles
Legal & Regulatory
Investor accrediations
Background checks
Blue sky filings*
Form D filings
PPM Updates
Operating Agreement Updates
Fund Ops  & Administration
Setup investments on platform
Process investment earnings
Process ACH distributions to investors
Process fund management fees
Fund bookkeeping
Manager entity bookkeeping
Basic support
Enhanced support
Unlimited support
Explore Financing Options

Start raising capital in a way that finally makes sense.

Book an exploratory call to see if the Customizable Fund™ is the solution you've been looking for.

Book a Strategy Call

Private funds, made easy.

Phone: (844) 917-3929 (toll-free)

Email: invest@avestorinc.com

Address: 500 SW 116th Ave, Portland, OR 97225
‍

Copyright © Avestor Inc. All Rights Reserved.
Privacy PolicyTerms