Faster, easier capital aggregation to participate in syndications
Launch fully compliant FoF SPVs, onboard investors, and manage distributions—all through one platform built for Independent Capital Aggregators like you.
Fund of Funds SPV
The most streamlined FoF SPV—set up in 7 business days or less.
Starting at $2,000/year for 2-10 investors and includes:
Launch your Fund of Funds SPV in 7 business days
Tribevest makes it fast and easy to stand up a compliant SPV to aggregate capital for a single deal. You bring the investors and the relationship. We handle the entity, banking, onboarding, distributions, and tax documents. In just one week, you can go from committed interest to a live vehicle, ready to raise.
Kickoff Call
Begin with a call to align on your goals and deal timeline. From there, you’ll complete a simple onboarding process so Tribevest can launch your FoF SPV.
What’s included:
- Review your FoF structure, compensation model, and project deadlines
- Complete our onboarding worksheet with key deal and investor info
- Collect LP soft commitments with Tribevest tools
- Sign onboarding documents (MSA, MNDA, LPOA, Bad Actor)
FoF Setup (7 business days)
During this stage, we set up everything needed for your FoF, in only 7 business days (nobody does it quicker):
- LLC filing
- Obtain EIN
- Open Business Account
- Fund Manager Onboarding
- Form D filing
- Draft offering documents
Investor Onboarding
Your account manager will reach out to your investors to begin collecting capital contributions. Tribevest takes care of it all:
- Send wiring instructions
- Send offering documents to investors for signature
- Collect accreditation letters
- Upload Cap Table
- Onboard investors to Tribevest
- Blue Sky filings
Fund Target Deal
It’s time to fund the project. During this stage, we’ll send capital to the Lead Sponsor to complete the investment.
Built-in infrastructure for Independent Capital Aggregators
Tribevest powers your FoF SPV with everything from entity setup and banking to investor dashboards and K-1 delivery — so you can scale fast while staying compliant and professional.
Dedicated Account Manager
A single point of contact to guide you through setup, answer questions, and ensure your Fund of Fund stays on track from launch to close.
FoF Setup
We form and structure your Fund of Fund SPV as a 506(b) or 506(c) offering. Built for compliance and speed.
Investor Onboarding
LPs join your deal through a seamless investing experience with built-in wire confirmation and document signatures.
Distribution Management
We handle capital distributions to investors, track waterfalls, and ensure everyone gets paid accurately and on time.
Business Account Setup
Each FoF includes a dedicated business account to manage investor contributions, capital calls, and distributions securely.
Offering Documents
We prepare your operating agreement, subscription document, and PPM tailored to your deal structure and investor terms.
Blue Sky Filings
Tribevest handles state-level regulatory filings, ensuring your raise remains compliant with applicable securities laws.
Investor Contributions/Wires
Investors fund the deal directly through your FoF business account. All tracked, reconciled, and confirmed within your account.
Accreditation Letter Collection
We collect and store investor accreditation letters to maintain compliance with Reg D 506(c) offerings.
Cap Table Management
Track investor ownership, contributions, and equity positions with an automatically updated digital cap table.
LP K-1 Preparation
Tribevest’s tax partner splits the entity K-1 and delivers K-1s to your LPs — on time, with no stress.
Dissolution
Once the deal is complete, we help wind down the SPV and close out all accounts and documentation properly.
Get started
with Tribevest today
Hundreds of other capital aggregators are already taking advantage of our unique set of tools. Join them.
Tribevest is a game-changer for fund managers. I’ve managed everything from in-house setups to juggling multiple vendors, and nothing compares to Tribevest’s simplicity and value. Instead of paying $15K+ in legal fees and coordinating five different providers, Tribevest gives you everything for a fraction of the cost, all in one platform.
