STANDARD SPV SERVICE

These services are included with Assure SPVs:

  • Standard Pricing
  • Team Group Inbox
  • General Switchboard
  • Assure notification sent to Organizer at major deal milestones

DEAL COORDINATOR

  • Standard Assure Fee + $2000 per deal *(5 deal minimum per year)
  • Direct email with Deal Coordinator
  • Direct phone and voicemail of Deal Coordinator
  • Direct Slack Channel with Deal Coordinator
  • Customizable communication: daily, and weekly emails on open deals.
  • Customizable communication: reminders of PCA items and tax notifications

DEAL PROFESSIONAL

  • 20 hrs per wk - Standard Assure Fee + $2500/month
  • 30 hrs per wk - Standard Assure Fee + $3500/month
  • Investor Relations
  • JD w/ team
  • Deal Tracking
  • Customizable communication: daily, and weekly emails on open deals.
  • Customizable communication: reminders of outstanding items and tax notifications

CUSTOMIZED CLIENT COMMUNICATION
DEDICATED TEAM MEMBER
DAILY & WEEKLY UPDATES
MULTIPLE COMMUNICATION CHANNELS

TELL US ABOUT YOUR DEAL COORDINATION NEEDS: