Launch a private fund vehicle built around your clients: a 3(c)(1) fund for a smaller investor group, a 3(c)(7) fund for qualified purchasers, or both side by side. Finnacl handles investor onboarding, capital calls, reporting and transfers on one system of record.
| Client | Tax documents | Commitment | Status |
|---|---|---|---|
| Halden Family Trust | K-1 ready | $250,000 | Funded |
| R. Okafor | Not yet | $150,000 | Awaiting wire |
| Ainsley family | Not yet | $500,000 | Eligibility check |
| Ortega Revocable Trust | K-1 ready | $200,000 | Funded |
Invite your clients, verify each investor’s eligibility for the vehicle, collect KYC and e-sign subscription documents in one flow.
Prefunded quarterly series. Investors fund their commitment before the quarter starts, so there are no surprise calls.
Consolidated NAV and performance across every underlying fund, plus standardized annual tax documents.
After a one-year lockup, secondary transfers between eligible investors, priced against reported NAV.
You keep the client relationship. Finnacl manages the vehicle and its fund administration. Your clients get one position, one statement and one K-1.