Assure helps clients set up or administer funds, including special purpose vehicles (SPVs), that are specifically geared towards cryptocurrency transactions. We have experience in ICO purchases, pre-ICO investments, multi-signature wallet setup, token custody, and outsourced CFO services
Assure provides expert assistance related to the setup, management, and reporting associated with SEC and State Exempt Reporting Advisor (ERA).
Assure’s KYC/AML services ensure that our clients’ investment funds follow applicable state, federal, and international law regarding terrorist and money laundering risk and reporting requirements.
Assure provides third-party verification services to review the fund’s accreditation status (and each individual investor’s status as applicable) and issue a status letter in accordance with SEC guidelines.
Assure offers comprehensive fund taxes services that enables our clients to outsource financial duties to maximize internal bandwidth and consolidate and simplify CFO-focused tasks. Our tax services include complete tax return preparation and K-1s.