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Avestor Customizable Fund Use Cases

I've recently been named an Advisory Board Member of Avestor so I figured I would put together a short video to help you understand how their customizable fund solution might fit into your capitalization strategy.

Avestor has created a super innovative investment management platform that allows real estate operators, capital allocators, and private lenders to syndicate capital on a deal-by-deal basis without having to create a new set of offerings documents and entities for each deal. 

In the short video below, I walk you through a handful of use cases for how you could potentially integrate a customizable fund into your capital structure. In nearly every case, you'll end up saving tens of thousands of dollars in legal costs and hundreds of hours of time not to mention the ability to brings deals to market much faster than you would with an individual syndication.

DISCLAIMER: If you happen to sign-up with Avestor, I'd get paid $500, which is nice, but more than anything I think it's a great solution for those that are looking to streamline their operations.

Book a Free Strategy Call with Avestor
 

‍Features and Benefits:

Customizable fund

Avestor proudly stands as the unrivaled pioneer of customizable funds. While others may say they have customizable funds, here's how Avestor compares.

  • Unlimited investments - Avestor has no limit on the number of investments in your fund.
  • Unlimited time - you select how long you want your fund to last
  • Custom deal structures - change the structure and compensation for each of your deals.
  • Asset classes - support virtually any asset class you want or need.
  • Investment types - support equity deals, debt deals, loan origination, fixed notes. You name, we can likely support it.
  • Investor level fees - flexibility to charge different fees for different investors.

Legal and Regulatory Compliance

  • Fund Strategy Consultation: Not sure where to start. Avestor helps you with your fund strategy. Leverage our extensive experience of launching over 100 funds for valuable insights into fund strategy.
  • Complete Legal Support: No need to find a securities attorney. Avestor partners with numerous attorneys that provide comprehensive legal support, including entity formation, legal documents and SEC filings. If you have your own attorney, no problem. If you want to want to do some parts yourself, no problem.
  • Evergreen PPM: Enjoy the convenience of a single, evergreen PPM that allows you to add new investments in a matter of minutes, eliminating the weeks-long process required for creating a new syndication or SPV.
  • Streamlined Blue Sky Filings: Avestor takes care of your blue sky filing so you don't have to.
  • Exempt Reporting Advisor (ERA): In some cases, you may have state regulations that require an ERA filing. Avestor has the lowest prices on the market to get your ERA filing completed. We even provide instructions if you prefer to do it yourself. Benefit from highly discounted prices.

Deal Structuring

  • Deal Strategy Support: Forming a fund is one thing, but then you have to structure the deals inside the fund. Avestor provides expert consultation on deal strategy, waterfalls and manager compensation. This is not one off training. We can assist you on every deal in your fund.
  • Financial Models: Explore financial models that illustrate how you can profit with the customizable fund model on a per-deal basis.
  • Investigative Software: Avestor can run background checks on your deal partners to ensure proper due diligence for your investors. This is same software used by the FBI and police departments around the country.

Investment and Investor Management

  • Investor Portal: Avestor offers a streamlined investor portal that provides your investors with a stock brokerage-like experience. Your investors can view their portfolio, returns, transactions, and all the key information about their account.
  • KYC/AML: Avestor provides automated KYC/AML that meets the US Government know your customer and anti-money laundering requirements.
  • Integrated Investor Accreditation: If your investor does not have an accreditation letter, no problem. They can use our simple integrated accreditation process to get their letter.
  • Unlimited ACHs: Avestor provides unlimited ACH transactions integrated into our platform.
  • Electronic document signing: Avestor has the most comprehensive document signing capability in the market. Not only can you the electronic signing for your PPM and other legal docs, you can use it for other key investor documents that need signature. No need to have a separate capability.
  • Virtual Cash Balance: Our one-of-a-kind virtual cash balance feature allows investors to accumulate distributions and gains inside the fund instead of taking distributions. They can then quickly re-invest the capital into your new investments. ‍
  • Backfill Investments: Avestor enables Fund managers to invest their own capital when closing an investment and backfill later. All simple and automated.‍
  • Integrated tax & unified K-1s: Avestor is the only platform with integrated tax capabilities. This saves fund managers time & money by enabling your tax preparer to log into our platform to get all your tax data. No need for managers to spend hours pulling together critical tax data every year.‍ 

Marketing Support

  • HighLevel CRM: Gain free access to the HighLevel CRM for effective customer relationship management.
  • Automation and Email Templates: Utilize free automation tools and email templates to streamline your marketing efforts.
  • Tailored Marketing Agency Packages: Access discounted marketing agency packages specifically designed for Avestor fund managers. These packages include custom logos, branding guides, web magnets, branding and avatar consultations, custom videos, and lead magnets.

Accounting and Tax Services

  • Fund Bookkeeping/Accounting: We have you covered. Fund bookkeeping and accounting is included.
  • Discounted Tax Services: Our tax partners love us. Why? Because of our integrated tax capabilities. Access our partner network for discounted tax services to file your fund tax return and issue K-1s.

Mastermind and Training

  • Exclusive Mastermind Membership: Our exclusive Mastermind is included and available only to Avestor fund managers. Engage in weekly discussions on fund strategies and invest in each other's deals.
  • Dedicated Slack Channel: Access a dedicated Slack channel for discussions on marketing, legal, compliance, and more.
  • Training Sessions: Participate in Avestor's self-paced and live training sessions to enhance your skills.
  • Deal Sharing Tuesdays: Gain access to top-tier sponsors from multiple asset classes offering preferred terms exclusively to Avestor fund managers.
  • Avestor Summit: Benefit from discounted access to our annual Avestor summit, open exclusively to fund managers.

Additional Services

  • Service Provider Discounts: Get access to significant discounts for a wide range of service providers.
  • Referral Program: Earn a referral fee of $1000 for each fund manager who joins the Avestor platform through your recommendation.
  • Fund Manager Insurance: Access discounted fund manager insurance.

Book a free strategy call to see how Avestor is a lot more than just a software platform.