Expertise: Administration

All steps...

Expertise: Compliance | Expertise: Accounting

SHUT DOWN THE ENTITY

STEP 17

In this final step in managing an SPV, we shut...

SEND OUT DISTRIBUTIONS TO INVESTORS

STEP 16

Distributions are a notable achievement where...

MAINTAIN THE ENTITY

STEP 15

An SPV entity must be maintained each year so...

POST CLOSE ACTIVITIES

STEP 14

Three key sets of activities that must be...

FINALIZE THE INVESTMENT

STEP 11

Often overlooked, the SPV organizers should...

BUILD AND SAVE THE CAP TABLE

STEP 9

Building a ledger or cap table for an SPV...

CAPITAL ACCOUNT STATEMENTS

STEP 8

To finalize the transaction, the first step is...

SIGN PURCHASE AGREEMENT AND WIRE FUNDS

STEP 7

Once your investors are onboarded, the SPV is...

ONBOARD INVESTORS

STEP 6

To onboard investors we put the SPV entity in a...

OPEN A BANK ACCOUNT

STEP 5

Opening a bank account is the fifth of 17...
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