Products & Services

Say goodbye to traditional one size fits all fund management solutions.

In today's competitive fund raising environment, Avestor understands that each sponsor needs a solution optimized to meet their needs.

 

Avestor provides a customizable, end to end solution covering fund formation, legal/regulatory support, investor onboarding, day to day operational support & coordination for accounting and tax. 

Fund Management Platform

From a single deal to a hundreds of deals, our fund management platform can be optimized to your business needs. 

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Investor onboarding & verification all-in-one

Onboard your new investors quickly while staying in compliance of SEC regulations.

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Custom investor 
portfolios 

Allocate investors into individual deals inside of a single fund while providing a single K-1.

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Offering
flexibility

Manage syndication deals, debt deals or a combination where a sponsor is a GP, Co-GP or an LP.

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Backfill deals to free
up sponsor capital

Backfill deals after closure and still receive your pro-rata share of distributions & capital gains.

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Deal
fractionalization

Factionalize individual deals to different amounts as low as $1 per unit.

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Raise capital on a
continuous basis.

An evergreen fund enables sponsors to continuously raise capital.

Investor Verification

As a sponsor, you are accountable for meeting US government compliance requirements when onboarding an investor. Avestor helps you stay in compliance.

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KYC Check

Meet KYC requirements using our automated KYC check on your investors.

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Accreditation Check

Meet SEC requirements using our accreditation checks & secure maintain verifications.

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Bad Actor Check

Remain in compliance with the SEC requirements on bad actor checks.

Custom Offerings

Business models require different legal structures and customized offering documents. Avestor can support your initial requirements as well as ongoing compliance needs as your business evolves.

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Business
Requirements

We embrace sponsors with their individual business requirements vs. an off the shelf model.

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Custom
Offering Documents 

A 3 way relationship with our partner attorneys helps align offering documents.

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Form D
& Blue Sky Filings

As new investors come on board, we ensure the right filings are completed for state compliance.

Fund Operations

Backend operations can be complex and time consuming. With Avestor's solution, sponsors can focus their time on managing their investments.

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Investor
Management

Provide all key information online to your investors to optimize your time. 

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Deal
Management

Manage deal transactions such as earnings processing quickly and seamlessly.  

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Fund
Management

With multiple assets inside a fund, our automation simplifies your accounting & tax.

Scalability, Security & Privacy

Built on Microsoft's Azure infrastructure & security, our scalable software platform is designed to scale as you grow.

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Scalable
Infrastructure

Built on Microsoft Azure Cloud, our platform can scale to support your needs.

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End to End 
Security

Security is a forethought, not an afterthought for Avestor. 

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Investor
Privacy

Staying in compliance with state and federal consumer privacy laws is critical. Let us help you.