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Fund Setup

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First Republic Bank Forms

FRB Alternative Investment Business Information Form Addendum - instructions

First Republic Bank Certificate of Beneficial Owners - Instructions

First Republic​ Non-signer Authorization form - instructions

First Republic​ Business Information Form - instructions

Setting up your fund bank accounts

Attorney engagement process for setting up fund

Selecting Wyoming vs. Delaware for Fund LLC

Getting EINs from the IRS

Blue sky filings for your fund

Default image sizes for investor portal

Setting up roles in Avestor

Hubspot Integration

Learning the Basics

Avestor Dictionary - learning our language

Help Videos - where do I find them?

Deals vs Investments? Don't be confused....

Fund costs - so what does it cost to run a fund?

SEC Definitions of Investors

What is an Accredited Investor?

Onboarding & Managing Investors

Registering a user into the investor portal

Investor accreditation requirements and process

Onboarding investors with an SD-IRA retirement account

Where do my investors get investor accreditation letters?

Deals & Investments

Setting up deals and investments - instructions

Deal Disclosure template & process

Fund management

Setting up & Charging Fund Management Fees

Fund level Accreditation Letter

ACH setup instructions

Avestor System Notifications Overview

Edgar Help Pages

Annual FINRA Entitlement User Accounts Certification

Top Questions Answered

Investing in your own fund

Can a fund manager invest in their own fund?

Adding/Managing Fund Manager / GP Capital

Fund tax returns - process and timing.

Why does my fund need two entities?

Fund setup checklist

Onboarding investors with a Solo 401K retirement account

Investor help

Other Questions Answered

What happens if a fund manager dies or is no longer able to manage the fund?

Do I need an accreditation letter?

Transferring money to funds

Where can I get an accreditation letter?

Login issues? Follow these steps

Am I an accredited investor?

All Categories ​>​ ​Help for fund managers ​ > ​ ​Learning the Basics

Learning the Basics

6 articles

Avestor Dictionary - learning our language

The following terms will help you understand how our platform works.

Updated 2 months ago by Sanjay Vora

Help Videos - where do I find them?

On the top of each page in the sponsor portal, you will be able to see a help video for that page. Click on the link and a video window will open up. Tip: If the window is too small, go to the bottom…

Updated 6 months ago by Sanjay Vora

Deals vs Investments? Don't be confused....

Confused on Deals vs Investments. This article will help with the basics.

Updated 6 months ago by Sanjay Vora

Fund costs - so what does it cost to run a fund?

Summary of costs associated with running a fund.

Updated 6 months ago by Sanjay Vora

SEC Definitions of Investors

Confused on all the different definitions of investor types. This article will help. The following is how the SEC defines investor qualifications: Accredited Investor (individual). Income - to qualif…

Updated 2 months ago by Sanjay Vora

What is an Accredited Investor?

What is the definition of an accredited investor.

Updated 6 months ago by Sanjay Vora

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