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:
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.
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.
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.
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.
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.
