Disclaimer: This post discusses general legal issues, but it does not constitute legal advice in any respect. This post is not a substitute for legal advice and is intended to generate discussion of various issues. No reader should act or refrain from acting on the basis of any information presented herein without seeking the advice of counsel. Cara Stone, LLP and the author expressly disclaim all liability with respect to any actions taken or not taken based on any content of this post. The views expressed herein are personal opinion.

The SPV closing process can be a hassle. SPVs and RUVs aim to consolidate several checkwriters into a single vehicle. If you have 50+ investors, the closing process can quickly become a hassle. The SPV must gather information, prepare and circulate signatures, and ensure all investor questions get answered for each investor. This process can get time-consuming quickly.  

 Cara Stone has created a process that helps to simplify the inherent back and forth. Cara Stone works with the lead investor and oversees all coordination and communication in the closing process. Our team makes it turn-key by:

  1. Collecting all investor information
  2. Communicating about documents for signature
  3. Distributing investment documents
  4. Handling securities filings
  5. Answering front-line questions related to the investment.

Want to learn more? Send us a message and our team will reach out quickly.