Build, Launch, and Manage Fund of Fund SPVs Without the Back-Office Headaches
Tribevest is the operating system for Independent Capital Aggregators and Lead Sponsors raising aligned capital through turnkey Fund of Funds.
Proven Results
FoF SPVs Launched
in Aggregated Capital
Independent Capital Aggregators Supported
Fund of Fund SPV
The most streamlined FoF SPV—set up in 7 business days or less.
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:
FoF SPV Setup
Launch compliant SPV LLCs with speed and confidence — built for capital aggregation. Tribevest sets up your FoF SPV in as little as 7 business days.
SPV Formation - Fast & Compliant
- Form your SPV LLC in as little as 7 business days
- All LLCs are formed in Ohio with included Registered Agent and Automated Report Filing
- Built-in compliance workflows to avoid delays or legal missteps
Offering Structure Built for Syndications
- Support for both 506(b) and 506(c) offerings under Reg D
- Templated offering documents include: Private Placement Memorandum (PPM), Operating Agreement, and Subscription Agreement
- Blue Sky filings automatically handled where required (pass through cost)
Integrated Banking & EIN Setup
- Dedicated FoF SPV business account through our integrated partners
- EIN obtained upon entity formation
- No need to manage third-party banking relationships or paperwork
Professional onboarding for your investors
Tribevest gives your LPs a modern, secure, and compliant onboarding experience from instructions to invest to managing payout accounts.
Investor Dashboard
- Link payout accounts
- Manage investment profiles and view investment positions
- Document and K-1 access
A White-Glove Experience for Your Investors
- Investors receive automated confirmations, document copies, and reminders
- Dedicated Tribevest support team available to guide your LPs through the process
- Track who’s in, who’s funded, and who needs a nudge
Seamless Capital Collection
- Integrated wiring instructions with verbal confirmation for investors
- Wire confirmations and status updates
Digital Document Signing
- Subscription Agreements, PPMs, and Operating Agreements are signed digitally and securely
- Audit trail and timestamping ensure compliance and transparency
Built in Compliance: KYC, AML, and Accreditation
- Every investor goes through automated Know Your Customer (KYC) and Anti-Money Laundering (AML) checks
- For 506(c) offerings, accredited investor verification is required and handled seamlessly
- For 506(b), self-attestation with proper documentation is supported
- You’ll have full visibility into each investor’s status without chasing documents
Streamlined Investor Workflow
- Once investors make their commitment, investors are invited to participate in the offering
- Investors receive instructions to invest with step-by-step instructions to sign documents and wire in funds
Ongoing Administrative Services
Once your SPV is formed and funded, Tribevest becomes your ongoing administrative partner — managing the full lifecycle of your fund so you can focus on deal flow, investor relationships, and growth.
Cap Table Management
- All investor positions are consolidated into one digital cap table
- Easily view ownership percentages, contribution amounts, and distributions for each Limited Partner
- Cap table data ties directly into K-1 delivery and distribution records
Distributions
- Distributions are automatically calculated on your behalf
- All distributions are sent to Limited Partners within 3-5 business days
- Limited Partners are notified that their distribution is on its way
K-1 Delivery
- We partner with experienced CPAs to prepare K-1s for each investor
- Each LP receives their K-1 electronically through the Tribevest platform
- All relevant data is tracked and organized throughout the year — no scrambling at tax time
White-Glove Client Services
- Your FoF SPV is supported by a dedicated Account Manager
- Our Client Services team fields investor questions, coordinates compliance, and ensures smooth operations
Get started
with Tribevest today
Hundreds of other capital aggregators are already taking advantage of our unique set of tools. Join them.
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Tribevest provided the perfect platform to launch our Fund of Funds Program with confidence and efficiency. Their tools streamlined the entire process, and the team’s support was both responsive and knowledgeable. As a Lead Sponsor, I felt fully empowered to focus on investor relationships and growth.
