/ Customizable Fund®
Avestor’s Customizable Fund® structure enables continuous raising, for unlimited investments, without starting from scratch for each new deal. Onboarding, documents, blue sky filings, legal, all done once and maintained forever.
/ The Solution
Reinventing legal docs, entities, investor onboarding, and tax handling for every raise costs tens of thousands of dollars and hours crippling your capital raising momentum.
Avestor was built to solve that problem.
The Customizable Fund® gives you one flexible structure you can use across every investment, every strategy, and every asset class so your infrastructure compounds the same way your business does.
/ The Solution
A Customizable Fund® is a private investment vehicle that combines the operational efficiency of a fund with the flexibility of SPVs & syndications.
It gives sponsors and fund managers the ability to:
House unlimited unique offerings under one legal structure.
Fund can be designed to be deal by deal, blind, open ended or closed. Offerings inside the fund can be equity or debt, individual or pooled, one-time raises or continuous.
Waterfalls, fees, classes and underlying asset structures can be adapted for every offering inside the fund.
Individually track capital contributions, earnings, performance and distributions at a deal level and at the fund level.
Launch a new offering in minutes with no additional legal costs.
It’s a one-of-a-kind legal entity + operational framework built to support real-world capital raising repeatedly and reliably.
/ Why It Matters
Raise Continuously
An evergreen structure with no end date. Add new offerings at any time without relaunching or re-filing.
One PPM for all offerings
One single fund document covers every investment you add, reducing the paperwork required for each deal.
Flexible Deal Structure
Adjust asset classes, compensation, and deal terms on a deal-by-deal basis without restructuring the fund.
Onboard Investors Once
Collect legal documents, banking details, and KYC only once per investor, with re-collection for each deal.
Deal Selection
Investors choose which deals to participate in within the fund, rather than committing to a blind pool.
Fractionalized Investing
Spread capital across multiple deals in smaller slices, reducing concentration in any single opportunity.
Reinvestment on Exit
Reinvest distributions into new deals with a single click, rather than repeating the back-and-forth of capital calls.
Single K-1
File only one tax document per year, regardless of how many deals they've participated in across your fund.
Launch a single legal entity with a master PPM and operating agreement that supports ongoing capital raising and individual offerings inside the fund.
New opportunities whether equity, debt, or hybrid are introduced under the same fund umbrella.
Investors can opt in to individual deals that can be single assets, multiple assets, pooled offerings or blind offerings. Your choice, your design.
One investor portal, one onboarding step, and one tax document (K-1) per investor even across many deals.
/ How is it different
The efficiencies of a traditional fund with the flexibility of a syndication.
One set of legal documents (PPM)
Continuous fundraising
Earnings can be reinvested
Investors select deals to participate in
Deal level transparency
Flow through tax benefits
Business model flexibility
Lowest cost option
One set of legal documents (PPM)
Continuous fundraising
Earnings can be reinvested
Investors select deals to participate in
Deal level transparency
Flow through tax benefits
Business model flexibility
Lowest cost option
One set of legal documents (PPM)
Continuous fundraising
Earnings can be reinvested
Investors select deals to participate in
Deal level transparency
Flow through tax benefits
Business model flexibility
Lowest cost option
We believe clarity builds confidence. Here are answers to some of the most common questions we receive from sponsors, fund managers, and investors navigating private offerings.
Get in touch with us today!
Contact UsOne conversation with our team is all it takes. We'll walk you through the structure, answer your specific questions, and tell you honestly whether it fits where you are and where you're headed.
