Creating a New SPV on Venture360 Dashboard
Accessing SPV Creation:
Go to dashboard and click on SPVs.
Select Add SPV option.
Choosing SPV Type:
Decide between fund, SPV, or GP.
Opt for Venture360 as administrator if needed.
Funding Details:
Specify how the SPV will be funded.
Indicate if there will be annual activity.
Entering Basic Information:
Input display name and legal name.
Provide establishment date, EIN, and wiring instructions if applicable.
Additional Details:
Select currency, SPV address, basis, filing requirements, and state for filing.
Enter any known fees.
Manager Information:
Add manager details, with the option to input more than one.
Choose billing method - one-time fee or fee with follow-up for tax filing.
Optional Services:
Decide if Venture360 will handle blue sky filings.
Check the box for selection.
Payment:
Proceed to make the payment for the SPV creation.