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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.

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

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Resources to Grow
Attend a Live WebinarTestimonialsBlogCase StudiesPodcast AppearancesFAQsDemosFund of Funds StructuringLearn from 200+ Funds2 Day Accelerator
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 OriginatorsEmerging VC Fund Managers
Marketplace
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Customizable Fund®
Syndication/SPV
Mastermind
Scalable Plan
Offering
Fund Offering up to $20 million
Unlimited Investments
Multiple Asset Classes
Multiple Offering Types
Unlimited Investors
Platform
Dedicated Investor Portal
Dedicated Manager Portal
Multiple account types
4 Management Portal Seats
Role Management
Bank Integration
Online Document Storage
Investor KYC / AML
On Demand Accreditation Letters
Electronic Document Signing
Unlimited ACH Transfers
Cap table Management
Offering Publishing System
AI Content Generation
Investor K1 Upload
Manager Reports
Admin
Fund Accounting
Tax Preparation Support
Track Management Fees
Track Expenses
Accounting Reconciliation
Tax Partner Access
Tax Reports
Marketing
Free CRM Subscription
Deal Marketplace
Community & Education
In Person Training (2 People)
10 Week Online Training (2 People)
Weekly Mastermind
Deal Sharing Sessions
Slack Community
Membership Database
Discounted Partner Services
Support
Technical support
Business support
Pricing
$8500 for Fund Setup & Training
$600 / month OR
$540 / month (12 months pre-pay)
Includes $1 million AUM
0.40% for additional AUM
Note
Does not include partner attorney fees to create fund documents (estimated to be $10,000 + state registration fees)
Pro Plan
All Scalable Features PLUS
Offering
Fund Offering up to $100 million (larger requires RIA)
8 Management Portal Users
Dedicated Account Representative
In Person Training (3 People)
10 Week Online Training (4 People)
Platform
Executive Coaching (2 hrs / month)
Pro Club
Priority support
Unlimited background checks
Accelerated Fund setup
Extra GHL account
Pricing
$8500 for Fund Setup & Training
$1500 / month OR
$1350 / month (12 months pre-pay)
Includes $5 million AUM
0.10% for additional AUM
Enterprise Plan
All Pro Features PLUS
Offering
Custom URL
Unlimited Manager Portal Users
Custom Roles
Free Background Checks
Free Accrediation Letters
Platform
E-sign for additional docs
Unlimited Executive Calls
Admin services
Pricing
Custom
Base Plan
Platform
Dedicated Investor Portal
Dedicated Manager Portal
Multiple account types
3 Management Portal Seats
Role Management
Bank Integration
Online Document Storage
Investor KYC / AML
On Demand Accreditation Letters
Electronic Document Signing
Unlimited ACH Transfers
Cap table Management
Offering Publishing System
AI Content Generation
Investor K1 Upload
Manager Reports
Marketing
Free CRM Subscription
Support
Technical support
Pricing
$400 / month
Includes 4 syndications/SPVs
No AUM charges
Note
Does not include partner attorney fees to create syndication/SPV documents
Premium Plan
All Base Features PLUS
Platform
Includes 1 addl syndication/SPV
Dedicated Account Representative
Business support
Executive Coaching (1 hr / month)
4 Management Portal Users
Weekly Mastermind
Deal Sharing Sessions
Slack Community
Membership Database
Pricing
$700 / month
Includes 5 syndications/SPVs
$3000 setup fee (can be applied towards creating a customizable fund)
Enterprise Plan
All Pro Features PLUS
Platform
Custom URL
Unlimited Manager Portal Users
Custom Roles
Free Background Checks
Free Accrediation Letters
E-sign for additional docs
Unlimited Executive Calls
Pricing
Custom
Mastermind  Plan
Community & Education
Access to 400+ fund manager network
Education Seats (2 People)
Weekly Mastermind
Deal Sharing Sessions
Slack Community
Executive Coaching (1 hr / qtr)
Exclusive community
Scaling strategies
Pricing
$400 / month
$3000 setup fee (can be applied towards creating a customizable fund®)
Customizable Fund®
Syndication/SPV
Mastermind
Scalable Plan
Offering
Fund Offering up to $20 million
Unlimited Investments
Multiple Asset Classes
Multiple Offering Types
Unlimited Investors
Platform
Dedicated Investor Portal
Dedicated Manager Portal
Multiple account types
4 Management Portal Seats
Role Management
Bank Integration
Online Document Storage
Investor KYC / AML
On Demand Accreditation Letters
Electronic Document Signing
Unlimited ACH Transfers
Cap table Management
Offering Publishing System
AI Content Generation
Investor K1 Upload
Manager Reports
Admin
Fund Accounting
Tax Preparation Support
Track Management Fees
Track Expenses
Accounting Reconciliation
Tax Partner Access
Tax Reports
Marketing
Free CRM Subscription
Deal Marketplace
Community & Education
In Person Training (2 People)
10 Week Online Training (2 People)
Weekly Mastermind
Deal Sharing Sessions
Slack Community
Membership Database
Discounted Partner Services
Support
Technical support
Business support
Pricing
$8500 for Fund Setup & Training
$600 / month OR
$540 / month (12 months pre-pay)
Includes $1 million AUM
0.40% for additional AUM
Note
Does not include partner attorney fees to create fund documents (estimated to be $10,000 + state registration fees)
Pro Plan
All Scalable Features PLUS
Offering
Fund Offering up to $100 million (larger requires RIA)
8 Management Portal Users
Dedicated Account Representative
In Person Training (3 People)
10 Week Online Training (4 People)
Platform
Executive Coaching (2 hrs / month)
Pro Club
Priority support
Unlimited background checks
Accelerated Fund setup
Extra GHL account
Pricing
$8500 for Fund Setup & Training
$1500 / month OR
$1350 / month (12 months pre-pay)
Includes $5 million AUM
0.10% for additional AUM
Enterprise Plan
All Pro Features PLUS
Offering
Custom URL
Unlimited Manager Portal Users
Custom Roles
Free Background Checks
Free Accrediation Letters
Platform
E-sign for additional docs
Unlimited Executive Calls
Admin services
Pricing
Custom
Base Plan
Platform
Dedicated Investor Portal
Dedicated Manager Portal
Multiple account types
3 Management Portal Seats
Role Management
Bank Integration
Online Document Storage
Investor KYC / AML
On Demand Accreditation Letters
Electronic Document Signing
Unlimited ACH Transfers
Cap table Management
Offering Publishing System
AI Content Generation
Investor K1 Upload
Manager Reports
Marketing
Free CRM Subscription
Support
Technical support
Pricing
$400 / month
Includes 4 syndications/SPVs
No AUM charges
Note
Does not include partner attorney fees to create syndication/SPV documents
Premium Plan
All Base Features PLUS
Platform
Includes 1 addl syndication/SPV
Dedicated Account Representative
Business support
Executive Coaching (1 hr / month)
4 Management Portal Users
Weekly Mastermind
Deal Sharing Sessions
Slack Community
Membership Database
Pricing
$700 / month
Includes 5 syndications/SPVs
$3000 setup fee (can be applied towards creating a customizable fund)
Enterprise Plan
All Pro Features PLUS
Platform
Custom URL
Unlimited Manager Portal Users
Custom Roles
Free Background Checks
Free Accrediation Letters
E-sign for additional docs
Unlimited Executive Calls
Pricing
Custom
Mastermind  
Plan
Community & Education
Access to 400+ fund manager network
Education Seats (2 People)
Weekly Mastermind
Deal Sharing Sessions
Slack Community
Executive Coaching (1 hr / qtr)
Exclusive community
Scaling strategies
Pricing
$400 / month
$3000 setup fee (can be applied towards creating a customizable fund®)

Private funds, made easy.

Email: invest@avestorinc.com

Phone: +1 (712) 517 1283

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