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
Instructions for providing Avestor access to your Wave books
Hubspot Integration
Reg D Options: 506c vs 506b, 3c1 vs 3c5
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 Marketing
Marketing 506b funds
Fund management
Setting up & Charging Fund Management Fees
Fund level Accreditation Letter
Form D Updates
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?
Can I add international investors
Adding/Managing Fund Manager / GP Capital
Fund tax returns - process and timing.
Why does my fund need two entities?
Flow of Capital in & out a Fund
Fund setup checklist
Onboarding investors with a Solo 401K retirement account
Setting up Wave Accounting
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?
ACH Bank Account Setup & Funds Transfer
Where can I get an accreditation letter?
Login issues? Follow these steps
Am I an accredited investor?
How to fill out the W-9 form
All Categories > Help for fund managers > Top Questions Answered
6 articles
Updated 8 months ago by Sanjay Vora
Can I invest in my own private fund?
Updated 10 months ago by Sanjay Vora
Can I add international investors to my fund.
Updated 3 months ago by Sanjay Vora
Interested in using manager/GP capital, read this article to learn how it works.
An overview of the process for fund taxes.
Here is why you need 2 entities set up.
Updated 10 months ago
by
Sanjay Vora
