Simple, Transparent Pricing
Everything you need to launch your syndicate.
Complete Syndicate Setup
$1,000to get started
Our comprehensive setup package includes everything you need to launch your syndicate.
What's Included:
- Expert advice & consultation throughout the process
- Two LLCs (Management Company and Holding Company)
- Two Operating Agreements (Management Company and Holding Company)
- Subscription Agreement (For investors to subscribe to the syndicate)
- SEC and state compliance notice filings and fee payments
- Bank account setup for both Management and Holding Companies
- Investor compliance checks - KYC and KYB
- Investor accreditation verification
- Managed document signing and collection
- Funds transfer & bank account reconciliation
+ $9,000at closing
$10,000total cost
Most syndicators choose to pay the remaining balance at closing using funds raised through the syndicate.
Additional Pass-Through Fees
Some fees, such as SEC Form D filing fees, are passed through to you. We'll provide a detailed breakdown of expected costs during our initial consultation based on your specific fundraise requirements.
Ready to launch your syndicate?
Schedule an intro call to learn more about how we can help you get started.