We Provide Administrative and Operational Support for Funds on the Avestor Platform

Get Operational Support for Your Avestor Fund

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We help fund managers set up and operate their investment funds using the Avestor platform, while also managing the operational systems required to onboard and support investors.

Our services allow fund managers to focus on raising capital and managing investments, while we handle the operational infrastructure.

What We Do

Complete Fund Infrastructure

Fund Setup & Infrastructure

We prepare the technical and operational foundation required to launch your fund and begin onboarding investors.

Includes:

  • • Domain setup and email configuration
  • • Custom landing page & investor funnel setup
  • • CRM setup using GoHighLevel
  • • Investor tracking system setup
  • • Phone number setup with A2P 10DLC authorization
  • • Initial operational workflow configuration

Avestor Platform Setup

We assist in configuring and preparing your fund within the Avestor platform so it is ready to accept investors.

Includes:

  • • Fund setup coordination in Avestor
  • • Creation of the first deal
  • • Deal disclosure preparation
  • • Bank account connection
  • • Bookkeeping coordination

Investor CRM & Automation

We set up systems to help you track and communicate with investors efficiently.

Includes:

  • • Investor CRM configuration
  • • Communication automation setup
  • • Investor tracking and management system
  • • CRM integration with fund operations

Investor Onboarding Support

We assist investors directly during the onboarding process to ensure smooth investment completion.

Support includes helping investors with:

  • • AML verification
  • • Investment account setup
  • • PPM signing
  • • W-9 documentation
  • • Bank account connection
  • • SDIRA custodian coordination

Training & Guidance

We provide guidance to fund managers on using the systems and managing investors effectively.

Training covers:

  • • Using the Avestor platform
  • • Managing investor onboarding
  • • Using the CRM system
  • • Operational best practices

How It Works

From Setup to Scale

01

Setup

$500

One-time fee

→
02

Launch

Ready

Investor-ready

→
03

Scale

Per-Investor

Ongoing support

Investment

Simple, Transparent Pricing

Start Here

Fund Setup

One-time fee to establish your fund

$500

Includes full setup of operational systems and fund configuration.

Optional Services

Investor Onboarding

Per investor

$100

Charged only when an investor completes the onboarding process.

Optional Services

Investor Support

Per investor / Monthly

$10

Includes ongoing support via email, phone, and text.

Optional Services

Distribution Processing

Of distribution amount

1%

Processing fee for distributions and exits.

Learn how our transparent pricing structure works for your investment journey.

Already got your fund up and running? Operations wearing you out?

Contact us. We can help.

Book an Appointment

Contact

(813) 400-3734

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