ASSURE EXPERTISE

Pro Rata Rights: Maintain an Equity...

When Assure Co-Founder and CEO Jeremy Neilson managed the renowned $300 million Utah Fund of...

What about foreign investors?

A few years ago, Assure had a client that was utilizing capital-raising SPVs to invest in...

Top 5 Bookkeeping Tips for CEOs

As a founder, and CEO of a fintech company that serves companies and funds, I have oftentimes...

The Anatomy of a Capital-Raising SPV

Successfully launching and running a fund has everything to do with properly structuring and...

Frequently Asked Questions - Fund Taxes

Our full suite of services help CFOs, CPAs, attorneys, and private equity organizers to...

Investment Adviser Compliance: Venture...

Investment advisers who are primarily regulated by the SEC (Large Adviser firms with $100M or...

The 4 Most Common Post Close Activities

The deal is closed, you are invested, but what happens next? The fact is the work is not yet...

Four Common Types of Convertible Debt

There are four common types of convertible debt that founders will often issue: Convertible...

Five Most Common Compliance Questions...

Are you staying compliant with your investments? With the regulatory requirements ever-evolving,...

Should Your SPV be an LLC or an LP?

Limited Liability Corporations (LLCs) and Limited Partnerships (LPs) share many of the same...

WHAT IS A SPECIAL PURPOSE VEHICLE (SPV)?

A Special Purpose Vehicle/Entity (“SPV”) is a business entity that has a special limited...

What You Need to Know if Your Company...

While there are hundreds of success stories of startups that started in a garage and went on to...