Avestor
Capital raising made easy for fund managers
About Avestor
Avestor is an end-to-end investment management platform for capital raisers, syndicators, and fund managers. It streamlines fund formation, syndications, SPVs, investor onboarding, capital collection, accounting, compliance, and tax reporting for real estate and alternative investments.
Pros & Cons
Pros
- End-to-end platform covering legal, accounting, compliance, and investor management in one place
- Customizable Fund model lets one fund hold unlimited deals with different terms
- Built-in attorney partnerships handle SEC filings and state compliance
- Strong coaching and education layer for first-time fund managers
- Automated K-1 and tax delivery removes a major year-end headache
Cons
- High upfront setup costs ($5K-$10K) make it inaccessible for very small raisers
- Pricing not transparent; requires demo call to get full quote
- Primarily focused on US private offerings, limited international support
- Steeper learning curve compared to single-purpose investor portals
Key Features
Customizable Fund
Launch a single fund that can hold an unlimited number of investments with different business terms per investment.
Syndications & SPVs
Create and manage unlimited syndications and special purpose vehicles with built-in legal and entity formation.
Investor Onboarding
Automated investor onboarding with soft commits, accreditation checks, and e-signed subscription documents.
Capital Collection
Collect capital and allocate investments to investors with integrated ACH and wire workflows.
Accounting & Reporting
Built-in fund accounting, investor distributions, and performance reporting for private offerings.
Tax & K-1 Delivery
Automated K-1 generation and tax document delivery to investors at year-end.
Legal & Compliance Support
Partnerships with securities attorneys cover SEC filings, state-level compliance, and offering documents.
Investor Portal
Branded investor-facing portal with deal flow, document access, and capital account statements.
Coaching & Network
Access to weekly office hours, coaching calls, action guides, and the Avestor capital raiser network.
Pricing
- Up to 4 syndications included
- $100/month per additional syndication
- $5,000 one-time setup per syndication/SPV
- Attorney consultations and SEC filings
- Investor portal and onboarding
- Single fund holding unlimited investments
- Entity formation and SEC filings included
- Unlimited virtual syndications, notes, and loans
- Concierge customer support
- Access to Avestor network
- For experienced capital raisers scaling rapidly
- Unlimited virtual syndications, notes, loan offerings
- Concierge level support
- Unlimited executive coaching
- Full Avestor network access
Best For
Real Estate Syndication
Sponsors raising capital for individual property deals can spin up SPVs with legal docs, investor onboarding, and distributions handled in one platform.
Multi-Asset Fund
Capital raisers launching a Customizable Fund can hold real estate, debt, and alternative assets under one entity with different terms per deal.
Emerging Fund Managers
First-time fund managers get attorney support, accounting, and coaching to launch a compliant fund without assembling a full back-office team.
Capital Raiser Network
Established sponsors use the network and mastermind to source LPs and scale capital raising across multiple offerings.
