Glassboard Login Screen

Glassboard is Assure’s innovative software platform used for setting up and managing the life cycle of Special Purpose Vehicles or Funds. Paired with Assure’s back-end SPV and Fund Administration solutions, Glassboard saves deal organizers and investors time and money. This comprehensive deal management platform simplifies the chaos of a fund’s creation, deal closing and ongoing maintenance.

ASSURE SPV
Create & Manage Deals

CREATE & MANAGE DEALS

For the organizer looking to set up a Special Purpose Vehicle to make private investments or lead a Syndicate, it’s a simple 3- step process to set up your first deal in Glassboard:

  • Log-in and create profile
  • Add a deal
  • Enter deal details
Invite & Onboard Investors

INVITE & ONBOARD INVESTORS

As your hub for investor management and communication, you invite investors to your deal with the click of a button. Investors follow a link to the investment and stay connected to the deal.

  • Invite investors
  • KYC/AML and/or 506c checks
  • Document Signing
Deal Closing & Maintenance

CLOSING & MAINTENANCE

Glassboard is built to manage the entire life of the fund, handling all Fund Administration, including investor closing, taxes, distributions, maintenance, membership transfers and much more.

  • Document signing & storage
  • Ongoing administration
  • Delivery of K-1s & 1065s

 

Innovative Technology Paired with Experienced Professional Fund Administration Services

Glassboard’s innovative platform coupled with Assure’s experienced back-office SPV professional services such as document reviews, regulatory files, tax preparations, finance tracking, corporate actions, IPOs, and more, is a combination you won’t find elsewhere in the marketplace.

 

AUTONOMY + TRANSPARENCY

Glassboard monitors ongoing fund management and deal flow, allowing you to view a deal’s progress and gain valuable insights. This saves you the time and financial resources that have traditionally been required to collect, organize, and track documents. Streamline your deal syndication and  management.

ALL YOUR DEALS ON ONE PLATFORM

Glassboard centralizes the information you need for any number of deals on one platform. All tasks and documents are generated, completed, managed, and viewed from a single dashboard. Spend more time cultivating and strengthening investor relationships, funding great ideas, and doing it at volume.

SIMPLIFIED + CUSTOMIZABLE

Glassboard was designed to manage massive amounts of information and documentation, while making the set up and management of SPVs quick, seamless, and uncomplicated. Customize and offload back-office fund administration processes to free up your team to focus on growing your business.

 

NEW TO GLASSBOARD?

Glassboard gives our clients the ability to oversee the life-cycle of the deal from set-up to shut-down, and makes it simple for your investors to participate. This article on the Glassboard Help Center walks through creating a deal, managing the investment, funding the transaction, and the investor experience.

GLASSBOARD HELP CENTER
CLIENT COUNT
794
CLOSED TRANSACTIONS
5,112
$ TOTAL RAISED (AUM)
$4,700,000,000

 

USING GLASSBOARD, ASSURE HAS CREATED MORE SPVs THAN ANY OTHER FUND ADMINISTRATOR

Our innovative technology makes running deals simple. When paired with Assure's deep knowledge and commitment to providing seamless SPV/Syndicate and Fund Administration service, Glassboard is transforming how deals get done.

 

BEGIN YOUR SPV