The leading back-office solution for running deals, the Glassboard platform has seen more SPV/Fund/Syndicate deals than any other provider: Over 5,100!
Mobile-first Design
Track Your Deals (Pipeline Management)
CRM and Contacts
Deal Database
Deal Room
Banking Integration (Our Bank or Your Bank)
Automated Bank Reconciliations
Payment Processing
Notifications and Messaging
Portals for Deal Lead, Investor and Company Founders
Actionable and Predictive Analytics
Data Imports and Exports: AngelList and Salesforce Connectors
Private Exchange Marketplace (Discover / Buy / Sell / Trade Deals)
SPVs or Full Life-cycle Venture Funds
Delaware or Nevada Entity Registration
Master or Series Entity Structure
506 (b) or 506 (c)
KYC/AML Checks
Capital Account Statements
Multiple Asset Types
- Common Stock
- Preferred Stock
- Converible Notes
- SAFE
- Real Estate
- Other Physical Assets
Secondaries
- Buy-side and Sell-side
Deal Take-Overs: Let us take over your past deals
Subscription Agreement
Operating Agreement
Private Placement Memorandum (PPM)
Purchase Agreements
Membership Transfers
Assignment & Assumption Agreement
Or Bring Your Own Custom Legal Documents
Form D (Federal)
Blue Sky Filing (State)
Tax & K1 Processing and Delivery
Pro Rata Rights
Right of First Refusal (ROFR)
Capital Calls
Financial Statements
Distributions
Cap Table Management
Corporate Actions
Audit Support
Mergers
Acquisition
IPO
Shut Down
We are experienced investors, serial entrepreneurs and expert technology professionals. We have closed more than 150+ deals ourselves and have more than 100+ years of financial services and technology knowledge. Our Team has design, developed, integrated and deployed scalable, durable, enterprise-grade SaaS FinTech solutions around the World.