Guided Setup
Idea to Launch in 5 Steps
Guided setup process. Launch efficiently.
Progress TimelineStep 1 of 5
Documents Generated
Step 1
Your customized legal documents are created programatically. Operating agreements, subscription docs, and offering circulars - all handled.
Document assistance
Documents Generated
Entities Formed
Bank Accounts Opened
Brokerage Accounts Opened
Fund Launched
Real-Time Support
Get answers instantly from our team throughout setup
Pre-Flight Checklist
We verify everything is perfect before you go live
Smart Defaults
Industry-standard settings pre-configured for success
State Availability
Available in 8 States
Now serving fund managers across the US