KEY CHARACTERISTICS OF ASSURE'S SPV/SYNDICATE DOCUMENTS

  • Manager managed
  • Investment decisions are made by the Organizer/Advisor
  • The Organizer/Advisor receives carried interest
  • No management fee
  • Long-term investment with no redemption rights given to investors
  • All capital is contributed at closing
  • SPV pays for expenses
  • No financial statements

VARIOUS INVESTMENT TYPES

  • Startup companies
  • Pre-IPO companies
  • Venture funds
  • Private equity funds
  • Real estate funds

ASSURE FUND DOCUMENTS

Document Template Downloads
Operating Agreements

Operating Agreements

Operating Agreements govern the relationship between all of the investors and managers of the SPV. The following Operating Agreement templates are for deals on Glassboard 2.0 (Assure Labs vs Standard SPV) or Glassboard Legacy.

Glassboard 2.0

Assure Labs

Download

Glassboard 2.0

Assure Standard

Download

Glassboard Legacy

Download
Private Placement Memorandums

Private Placement Memorandums

The Private Placement Memorandum (also referred to as a PPM) advises all prospective investors of pertinent data to make an informed decision prior to investing capital. PPM documents Glassboard 2.0 Labs or Standard SPVs and Glassboard Legacy.

Glassboard 2.0

Assure Labs

Download

Glassboard 2.0

Assure Standard

Download

Glassboard Legacy

Download
Subscription Agreements

Subscription Agreements

A Subscription Agreement covers the committing of capital to the SPV by the investors.

Glassboard 2.0

Download

Glassboard Legacy

Download

TELL US ABOUT YOUR SPV

TELL US ABOUT YOUR SPV

Assure
6510 Millrock Drive, Suite 400
Salt Lake City, Utah 84121

Privacy Policy  |  © 2022 Assure Services, Inc. All rights reserved. Assure is a registered trademark of Assure Services, Inc.