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

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One Platform  for Everything
Customizable Fund™Syndication/SPVFund Set Up & AdminInvestor ManagementMastermind

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

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

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Resources to Grow
Attend a Live WebinarTestimonialsBlogCase StudiesPodcast AppearancesFAQsDemosStructuring for Fund of FundsLearn from 200+ Funds
Clients
Clients

Serving investment partners across all asset classes, with solutions for funds and firms of every type.

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Who We Serve
OperatorsCapital AllocatorsDebt Originators
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Overview

At Avestor, we understand that different businesses have varying needs. We have tried to design our plans with flexibility to enable our clients to select the plan that best suits their requirements.
We have 5 different plans to select from:

Customizable FundTM Pro Plan

Customizable FundTM Scalable Plan

Syndication/SPV Premium Plan

Syndication/SPV Base Plan

Avestor Network & Education Plan

Plan
Designed for
Customizable FundTM
Pro Plan
Experienced capital raisers that plan to raise capital rapidly. This plan is designed to provide a very cost effective solution. This plan includes unlimited virtual syndication/SPVs, notes, loan offerings, concierge level customer support and access to the Avestor network & unlimited executive coaching.
Customizable FundTM Scalable Plan
Capital raisers that are targeting smaller raises for their projects and plan to scale over time. This plan provides a lower entry price but is more expensive than the Pro Plan as the size of the fund grows. This plan includes unlimited virtual syndication/SPVs, notes, loan offerings, concierge level customer support and access to the Avestor network.
Syndication/SPV
Premium Plan
Capital raisers that seeks to raise capital for each project independently. This plan includes access to the Avestor Network, Executive coaching, higher level of customer support.
Syndication/SPV
Base Plan
Capital raisers that seeks to raise capital for each project independently and prefer not to take advantages of a fund model. This plan does not include access to the Avestor Network or executive coaching but does allow operator to pitch their offerings to Avestor’s fund of funds managers.
Avestor Network
& Education Plan
New capital raisers that are seeking a cost effective education & network but not ready to raise capital on their own. The plan includes a limited amount of executive coaching.
Key Features
Customizable FundTM
Pro Plan
Customizable FundTM
Scalable Plan
Syndication/SPV
Premium Plan
Syndication/SPV
Base Plan
Avestor Network
& Education Plan
Co-branded Investor Portal & Manager Portal
Yes
Yes
Yes
Yes
-
Number of Offerings
Unlimited
Unlimited
1 per Syndication/SPV
1 per Syndication/SPV
-
Max Offering Size
$100 million
(larger requires RIA)
Up to $20 million
Single Raise Size
Single Raise Size
-
Types of Offerings
Equity, Debt, Loans,
Notes, Pooled, Continuous
Equity, Debt, Loans,
Notes, Pooled, Continuous
Equity, Debt, Pooled
Equity, Debt, Pooled
-
Asset Classes
Multiple asset classes
Multiple asset classes
Single asset class
Single asset class
-
Number of Seats to Manager Portal
Unlimited
4 seats included
4 seats included
3 seats included
-
Manager Portal Roles
10 different role options
10 different role options
5 different role options
Sponsor access only
-
Number of Investors
Unlimited
Unlimited
Unlimited
Unlimited
-
Capital Raising Tools
Free license includes CRM, pipeline management, unlimited sales funnels, website builder, surveys & forms, email & 2 way SMS
marketing, booking & appointments, workflow automations & more
Online Document Storage
Unlimited
Unlimited
Unlimited
-
Unlimited
Online Deal Sharing
with Avestor Network
Included
Included
Included
-
-
Membership Database
Included
Included
Included
-
Included
Discounted Partner Services
Included
Included
Included
-
-
Key Features
Customizable FundTM
Pro Plan
Customizable FundTM
Scalable Plan
Syndication/SPV
Premium Plan
Syndication/SPV
Base Plan
Avestor Network
& Education Plan
Accounts Supported
Individual, Joint, Trust, Single member LLC, Multi-member LLC, S-Corp, C-Corp, SD-IRA, Solo 401k
-
Investor KYC / AML
Included
Included
Included
Included
-
Accreditation Letters
On Demand or Upload
On Demand or Upload
On Demand or Upload
On Demand or Upload
-
Electronic Signing for
PPM/OA/SA
Included
Included
Included
Included
-
ACH Transfers
Unlimited
Unlimited
Unlimited
Unlimited
-
Cap Table Management
Unlimited
Unlimited
Per Deal
Per Deal
-
Offering Publishing System
Included
Included
Included
Included
-
AI Content Generation
Included
Included
Included
Included
-
Investor K1 Upload
Included
Included
Included
Included
-
Reports
Comprehensive
Comprehensive
Simplified
Simplified
-
E-sign for additional docs
Included
Included
Included
-
-
Track Management Fees
Included
Included
-
-
-
Track Expenses
Included
Included
-
-
-
Accounting Reconciliation
Included
Included
-
-
-
Tax Partner Access
Included
Included
-
-
-
Tax Reports / Download
Included
Included
-
-
-
Key Features
Customizable FundTM
Pro Plan
Customizable FundTM
Scalable Plan
Syndication/SPV
Premium Plan
Syndication/SPV
Base Plan
Avestor Network
& Education Plan
Dedicated Account
Representative
Included
-
-
-
-
Training: 2 Day Accelerator In Person
3 Managers Included
2 Managers Included
-
-
-
10 Week Online Strategic
Training
4 Team Members Included
3 Team Members Included
-
-
-
Bookkeeping/Accounting
for Investing Entity
Included
Included
-
-
-
Tax Preparation Support
3 way engagement
3 way engagement
-
-
-
Business, Legal & Compliance Support
Included
Included
Included
-
-
Technical Support
Phone, Zoom, Email, Support Portal
Phone, Zoom, Email, Support Portal
Phone, Zoom, Email, Support Portal
Email, Support Portal
-
Mastermind & Slack Community Access
Included
Included
Included
-
Included
Executive Coaching
Included
Limited to 1 hour per month
Limited to 1 hour per month
Deal Structuring for
Fund of Funds only
Limited to 1 hour per month
Deal Sharing
Included
Included
Included
Present deals only
Included
Pricing
Customizable FundTM
Pro Plan
Customizable FundTM
Scalable Plan
Syndication/SPV
Premium Plan
Syndication/SPV
Base Plan
Avestor Network
& Education Plan
Avestor Setup Fee
Included
Included
$0
$0
No
Partner Attorney Fees
$10,000 per fund (includes attorney consultations, entity formations, private offering filings with SEC)
$5,000 per syndication or SPV (includes attorney consultations, entity formations, private offering filings with SEC)
No
Filing Fees
Approximately $1000 for Delaware accelerating filing fees & registered agent fees
No
Base Monthly Fee
$1,500 / month
$600 / month
$700 / month
$400 / month
$400 / month
EUM Included in base
$5 million
$1.5 million
Unlimited per syndication
No
Offerings included
Unlimited
Unlimited
5 syndications/SPVs
4 syndications/SPVs
No
Additional EUM/Deal fees
Contact sales team
No
Agreement Term
12 months with auto renewal & pricing locked
12 month with pricing locked or month-to-month (no price lock)
6 month agreement

Private funds, made easy.

Email: invest@avestorinc.com

Phone: 844-917-3929
‍

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

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