SPV AdministrationLLC or Syndicate Administration Services
Fund CFO/AccountingOutsourced CFO for Fund Managers
Fund TaxesForm 1065 With K-1s
ComplianceERA & RIA Filing Assistance
CrowdfundingReg A/CF & Title III Financials
Assure believes that good solutions aren't good enough. Our goal is to provide optimal solutions to our clients by customizing our products and services to their needs. By utilizing the unique backgrounds of the Firm’s professionals, Assure is able to develop innovative structures and service agreements to meet each client’s goals. The benefit to our clients is that solutions work seamlessly for their purposes. Our clients don’t experience the awkwardness of trying to fit a square problem into a cookie cutter, circle solution.
Assure’s experience includes launching and managing Utah’s $300M fund of funds and providing due diligence and advisory services on an SBA’s $1B early stage venture capital initiative. Read more >
"Assure is a complete back office solution for Zettta Venture Partners. From accounting, investor relations, marketing, deal log and executive assistant, Assure's back office services allow Zetta to dedicate more time to just doing venture capital."
Mark Gorenberg, Zetta Venture Partners
"In a short period of time, Assure has become part of our team at VSL Partners. Assure is very responsive to our needs and requests, and they anticipate work that needs to be done as if they were our in-house CFO. We couldn't be happier with the work Assure has done for us, and we are thrilled to have them as our partners."
Dave Crowder, VSL Partners
"Working with Assure Services has been a rare pleasure. Enthusiastic and repeat customer."
Nader Shenouda, Newbury Partners
"The team at Assure is smart, knowledgeable, responsive, efficient and a pleasure to work with. Their pricing is fair and cost effective. I highly recommend them for any fund management and related services."
Todd Swanson, Outlier Ventures
"Assure is a true partner. They deliver expertise and accuracy every day on fund setup, accounting, administration and more. As an independent fund manager, they support my custom fund needs with experience and handle my valued, private business relationships with care. My team receives a high level of responsiveness and professionalism from the experts at Assure."
Jeff Dayton, CEO, Alpha Funders, a leading venture advisory and deal syndication firm
"Assure is the partner we were looking for and a complete back office solution for our alternatives business."
Ben Mahdavi, Sivia Capital
"I am a securities lawyer, not just an investor, and I have found the Assure team to be responsive and intelligent in managing and advising our start-up angel investment activity. Assure is flexible in dealing with issuers on our behalf, communicates appropriately and has proven extremely competent and user friendly in helping us to organize and administer all aspects of the investment process, from creating new SPVs to helping manage our subscription process and document flow. I feel that our investments and our investment process is in good hands with Assure."
John Berton, Tribeca Angels
"Assure has provided EquityZen with great and reliable fund administration services: expertise, prompt attention, and fair and transparent pricing. They go the extra mile to answer nuanced questions."
DISCLAIMER: Assure is not in the fund advisory business and does not hold itself out to the public as an investment adviser or a placement agent. Assure does not charge or receive commissions or success fees.