What are different types of SPVs?

A Special Purpose Vehicle (SPV) is a separate legal entity. It is created for a specific purpose or activity. SPVs are commonly used to isolate assets or risks from the parent company. They are also used to structure complex financial transactions.

SPV (Special Purpose Vehicle) Options available on Allocations

  1. Micro SPV

  • Best for: Smaller investments up to $100,000

  • Setup cost: $8,000 (one-time payment for up to 10 years)

  • Timeline: Faster setup and closing (3-5 days)

  • Use case: First-time investors or smaller deal sizes

  • Payment trigger: When SPV raises 10x the setup cost

  1. Standard SPV

  • Best for: Most common investment scenarios ($100K-$10M)

  • Setup cost: $8,000 standard (volume discounts available)

  • Timeline: Standard 5-7 day process

  • Use case: Typical private market investments

  • Additional services: $2,000 for custom requirements

  1. Custom SPV

  • Best for: Complex or unique investment structures

  • Setup cost: $2,000 additional for customization

  • Timeline: Extended setup for customization (7-10 days)

  • Use case: Secondary SPV, SPV into SPV structures

  • Features: Specialized legal structures and terms

  1. High Volume Partnership

  • Best for: Fund managers with consistent deal flow

  • Setup cost: $6,000 per SPV (minimum 5 SPVs in 12 months)

  • Timeline: Expedited processing

  • Use case: Active fund managers with multiple deals annually

Fund Options

  1. Traditional Fund (Option 1: Annual Model)

  • Setup cost: $15,000 per year

  • Included: Up to 30 investments annually

  • Additional investments: $0 (included in annual fee)

  • Term: 10 years with an 18-month raising period

  • Best for: Active fund managers planning 20+ investments

  • Fund investment period: 36 months (flexible)

  1. Traditional Fund (Option 2: One-Time Model)

  • Setup cost: $26,000 (one-time payment)

  • Payment trigger: When fund raises 5x setup cost OR make their first investment

  • Additional investments: $2,000 each

  • Term: 10 years with a 12-month raising period

  • Best for: Funds planning fewer than 15 total investments

  • Fund investment period: 24 months (less flexibility)

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