Help for fund managers
Fund Setup
Bank Accounts
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
37 articles
Quick help articles on setting up your fund
12 articles by 1 author
6 articles by 1 author
4 articles by 1 author
2 articles by 1 author
Answers to many of the top questions we get from sponsors.
5 articles by 1 author
The following article provides a checklist on Avestor's process to get your fund started.
Updated 2 months ago by Sanjay Vora
Instructions on how to set up a Solo 401K account
Updated 6 hours ago by Sanjay Vora
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