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FOUNDERS

Accelerate scaling and funding your business with Glassboard technology and Assure. We help link startups to the right investors by giving Founders the insight, tools, and resources needed to grow their business and reach funding goals.

  • BoomStartup virtual accelerator
  • Startup Bookkeeping
  • Cap Table Cleanup
  • GAAP Compliant Financials
  • Due Diligence
FOR FOUNDERS

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ORGANIZERS

Offload your back-office fund administration tasks and focus on sourcing deals and building relationships. Assure simplifies the investing process by enabling deal Organizers to pool raised funds into an entity with a formal structure.

  • Glassboard Platform
  • Fund Documents
  • Affiliated Law Firm
  • One-stop Shop
  • Compliance
FOR ORGANIZERS

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Organize and maintain all of your private investments with one platform. Glassboard provides a smooth, transparent, and consistent Investor experience. Manage deal flow and pipelines so you can make the best investment decisions.

  • Multiple Profiles
  • Customizable Deal Tracker
  • Document Signing
  • Document Delivery
  • Portfolio Management
FOR INVESTORS

 

CLIENTS

Launch
EquityZen
Forge
AngelList
Republic
Tech Coast Angels
Tribeca Angels
Miami Angels
Equity Bee
GGV Capital
SOSV

FROM START-UP TO SHUT-DOWN

Comprehensive SPV Administration

 
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LEGAL
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TAX
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ACCOUNTING
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COMPLIANCE
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ADMINISTRATION
 

Setting up a Syndicate or Special Purpose Vehicle (SPV) to raise capital for a new venture can quickly become overwhelming. We bundle a full-suite of services that simplify, expedite, and consolidate the SPV investment lifecycle.

BEGIN YOUR SPV
CLIENT COUNT
794
CLOSED TRANSACTIONS
5,112
$ TOTAL RAISED (AUM)
$4,700,000,000

ASSURE PROVIDES PROFESSIONAL, HIGH-QUALITY PRIVATE TRANSACTION ADMINISTRATION SERVICES.

Assure specializes in Special Purpose Vehicles (SPVs) and Fund Administration for the private investment marketplace. We offer a full range of back-office services, a team of experienced professionals to guide you, and an innovative technology platform that is changing how deals get done. When you outsource to Assure, you’ll have more time to nurture your investor relationships and do more deals.

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SPV ADMINISTRATION

We bundle a full-suite of services that simplify, expedite, and consolidate the Special Purpose Vehicle (SPV/Syndicate) lifecycle. Use Glassboard by Assure for greater transparency and control.

SPV ADMINISTRATION
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FUND ADMINISTRATION

Assure's expertise in fund administration services is unmatched. As a trusted advisor to the private investment community, Assure handles our client's  important fund administration tasks.

FUND ADMIN
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FUND TAXES

Our highly experienced tax professionals act as an extension of your own team. Assure will work with you compiling data for all aspects of your fund taxes, completing 1065's and K-1's for your fund structure.

FUND TAXES
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COMPLIANCE

Assure has spent hundreds of hours  navigating the complexities of compliance, including entity maintenance, Reg D and Blue Sky filings, KYC/AML, 506(c) accreditation, and Exempt Reporting Advisor (ERA).

COMPLIANCE
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CEO SERVICES

No other firm can match Assure’s expertise, speed, and savvy management of such a broad array of bookkeeping, GAAP financial conversions, and due diligence, all with one service provider.

CEO SERVICES
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DEAL COORDINATOR

Do you need an extra hand managing the SPV process, your investors, and getting deals closed? Assure has dedicated SPV specialists who can assist you in closing your most important deals.

DEAL COORDINATION