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SIMPLE AND AFFORDABLE

ABOUT ASSURE

Why Assure? Assure is the leading provider of outsourced administrative and transaction services for the private investment marketplace.

THE ASSURE STORY

Assure was founded in 2012 and looked very different than it does today. We had 3 products: Investor Relations for fund managers, Due Diligence for the SBA's $3 Billion dollar initiative, and Fund Analytics. In 2013, Assure Co-Founders Jeremy and Katie Neilson received a call from AngelList asking if they could “set up funds in bulk”. The request was to structure, administer and maintain an entity from start to finish for one flat fee. Assure said "yes", and within a little over 4 months, had structured and closed approximately 60 deals.

Today, having completed over 7,000 transactions, Assure is the foremost industry leader in structuring Special Purpose Vehicles and the most experienced end-to-end administrator of what many Angels and deal organizers call the fast, affordable SPV. Assure plays a key role in the democratization of private investing. They have decreased the cost of SPVs by 90%, making it possible for more investors to invest in more companies.

Assure’s mission is to nearly eliminate the structuring and administration expense of investing in private assets. Assure provides a “one stop shop” for the tax, legal, accounting, and compliance service via their online platform Glassboard, coupling technology with professional services.

Most recently Assure acquired BoomStartup and launched Glassboard Technology and Assure Syndicates. With the acquisition of BoomStartup, Assure now offers comprehensive platform services to founders, companies, investors, and deal organizers with a full suite of solutions and services applicable throughout the entire venture life cycle from idea to exit.

By maintaining touch points throughout this cycle, Assure is positioned to deliver solutions at the exact time of need and in the most efficient and economic way.


 

EXECUTIVE TEAM

Jeremy Neilson
Jeremy Neilson

Co-Founder/CEO

Katie Neilson
Katie Neilson

Co-Founder/President

Ben Brubaker
Ben Brubaker

Chief Of Staff

Miles Millard
Miles Millard

Chief Operations Officer

Leslie Jump
Leslie Jump

Chief Revenue Officer

Alfonso Iovieno

Chief Strategy & Product Officer

Wendell Williams
Wendell Williams

Senior VP of Fund Administration

Kathy Marsh
Kathy Marsh

Senior VP of Tax

Rick Newton
Rick Newton

Senior VP of Engineering

Keith Mayer
Keith Mayer

VP of Tax Operations

Brian Fischer
Brian Fischer

VP of Operations: SPV

Mack Kolarich
Mack Kolarich

VP of Marketing and Analytics

Angie Luchetti
Angie Luchetti

VP of Revenue

Landon Ainge
Landon Ainge

Managing Director: Assure Syndicates

Jason Packham
Jason Packham

PM of Glassboard

Andrew Hernandez
Andrew Hernandez

Lead Architect

What's Going on in Venture

Arlan Hamilton of Backstage Capital

What's Going on in Venture

Jason Calacanis of LAUNCH

What's Going on in Venture

Paige Doherty: Building a Syndicate & the Future of Private Investing

What's Going on in Venture

Launching a Fund as an Angel Group and Raising Funds on a Rolling Basis with Ashok Kamal

What's Going on in Venture

More than Money in Early Stage: Angels, Funds, and Everything in Between with David de Csepel

What's Going on in Venture

Samir Kaji

CLIENTS

I’ve had just an absolutely pleasant experience with the Assure staff. All they’ve done is help us get capital into the hands of early stage tech founders.

Bruno Lulinski
Miami Angels

We’ve found consistently that [Assure] works very hard for their clients. They’re very easy to work with. If there’s ever any issues or problems, they address them quickly.

John McEvoy
Tribeca Early Stage Partners

The new tools make life a lot easier, from an administrative perspective, but also from a broader user perspective. Going through the Glassboard system feels very familiar.

Laurence Latimer
Princeton Alumni Angels of Greater New York

When we can find a partner, whether it’s technology or service like Assure, that can help us do what we’re not very good at, and do it well, we stick it in.

Boris Revsin
Republic Labs

The team at Assure is smart, knowledgeable, and efficient. Their pricing is fair and cost-effective. I highly recommend them for any fund management and related services.

Todd Swanson
Outlier Ventures

I am pleased and delighted with Assure's service. It feels like they wait around for my call to discuss my deal when I know they have hundreds of emails/calls to answer.

Bill Benz
Accelerum Capital

I chose you over a number of providers, your process is the best, you are the quickest, and you have a world-class investor onboarding process.

Kingsley Advani
Advani Family Office

CULTURE

At Assure we are highly interested in team chemistry and company culture. The company culture is a mixture of family friendly, fun light sarcastic atmosphere and head down getting work done.

CAREERS
HubSpot Video

 

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