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.
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
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
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.
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.
