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Help for fund managers

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 ​>​ ​Investor help

Investor help

6 articles

Other Questions Answered

1 article by 1 author

​Login issues? Follow these steps

Read this article to help you with issues when trying to log into your account.

Updated 2 months ago by Sanjay Vora

Do I need an accreditation letter?

SEC requires private funds to verify that investors have the necessary knowledge or financial means to make investments in private offerings. The following article will help investors with questions…

Updated 3 months ago by Sanjay Vora

Transferring money to funds

Investor information on ACH transfers

Updated 3 weeks ago by Sanjay Vora

Where can I get an accreditation letter?

Below are a few options for obtaining your accreditation letter. https://accredited.am/ https://www.earlyiq.com/ https://www.investready.com/ https://www.verifyinvestor.com/ or investor can get a let…

Updated 3 months ago by Sanjay Vora

Am I an accredited investor?

Wondering if you are an accredited investor by SEC definition? Below is how the SEC defines an accredited investor. Individual income in excess of $200,000 in each of the two most recent years and ha…

Updated 3 months ago by Sanjay Vora

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