A Private Labeled Investor Portal, Legal Entity Formation (U.S. & International) & EINs, Fund Doc Templates (Single & Multi Asset-SPVs, LP Fund Entities, Evergreen Funds, Fund-of-Funds), Investment Doc Templates (SAFEs, Convertible Notes, Term Sheets, & Preferred Equity), Creating Banking Acounts & Sending Wires (U.S., International, & Crypto), KYC/AML, Taxes/K1s, Accounting, Audit, and a Dedicated Client Manager to support your setup and deal process from beginning to end.
Docs Are Signed On-Time
Wires Are Sent On-Time
K1s Are Completed On-Time
Portfolio Updates Are Provided On-Time
Your Investors Receive Timely Responses To Their Question
Your Investors Have Transparency On Investments Made & Their Performance
It's At An Affordable Price That Doesn't Sacrifice The Quality Of Experience For You & Your Investors
Customized URL
Your Logo & Brand Colors
Robust Mobile & Desktop Platform
Dynamic Investor Registration
Showcase Investment Opportunities
Collect Investor Commitments
Receive Signed Subscription Docs
Investors Can Send Wires & Receive
Distributions From Within The Platform
E-mail & Share Portfolio Updates
Download Signed Docs & Tax Docs
(Company Entities, Fund Entities, GP Entities, Management Co. Entities)
Use Finally's Standard Doc Templates (Master Series LLC, Single Asset/Multi-Asset SPVs, Term Sheets, Traditional Funds, Evergreen Funds, Fund-of-Funds, SAFEs, Convertible Notes, Preferred Equity, etc.) or use a trust legal partner to customize the investment docs.
Manages The Setup & Investment Process From Beginning To End
Bookkeeping & Reconsiling Across Subscription Docs, Wires Received, & Updating The Investor Portal
Signs Docs & Sends Wires
Collects Portfolio Updates: Operational Updates, Financial Bullets, Latest Cap Table
We believe that our success is measured by the success of our customers. That's why we go above and beyond to ensure that you are satisfied with our services.
We believe that our success is measured by the success of our customers. That's why we go above and beyond to ensure that you are satisfied with our services.
We believe that our success is measured by the success of our customers. That's why we go above and beyond to ensure that you are satisfied with our services.
We believe that our success is measured by the success of our customers. That's why we go above and beyond to ensure that you are satisfied with our services.
We believe that our success is measured by the success of our customers. That's why we go above and beyond to ensure that you are satisfied with our services.
We believe that our success is measured by the success of our customers. That's why we go above and beyond to ensure that you are satisfied with our services.