Legal, accounting and tax for investment funds

We help VC funds and other investors with the legal, accounting, tax and fund operations behind the scenes, from setup and compliance to reporting, transactions and portfolio support.

Trusted by Alice Anderson Fund, Rampersand, Future Group, Mandalay VC, Tenecious Ventures and more.

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Everything your fund needs behind the scenes

Our approach is different because our support is connected. We bring legal, accounting, tax and fund operations into one team, helping funds move through setup, compliance, reporting, portfolio support and transactions with less friction and more clarity.

Types of investors we service

Venture Capital Funds

For venture capital funds, new funds and investors.

Corporate Venture Capital & Venture Building

For corporates and enterprises who want to invest and build startups.

Family Office

For family office investments and portfolios.

Private Equity

For private equity investments and portfolios.

Simplify setting up, investing, and managing a fund

Our tech-enabled services empower fund managers to gain a competitive advantage by streamlining operations and minimising the administrative burden - so you can focus resources towards core investment activities and maximising returns.

Fund Accounting & Administration

Keep the fund’s books, reporting and day-to-day administration in order, from investor reporting and portfolio reporting to ESVCLP and VCLP requirements.

Tax & Compliance

Stay on top of income tax, GST, PAYG, FBT and the tax obligations that come with managing a fund and its investments.

Transactions & Capital Deployment

Put the right structure and documents around investment activity, from subscription agreements and SAFEs to shareholder agreements and capital deployment.

Deal Negotiations and Documentation

Move through deals with fewer loose ends. We support term sheets, due diligence, deal execution, cap table preparation and transaction documents.

Governance and Fund Operations

Keep governance and day-to-day fund operations moving, with support across manager, investor and stakeholder obligations.

Fractional CFO

Senior finance support for reporting, forecasting, portfolio oversight and the bigger financial decisions behind the fund.

Fractional Legal Counsel

Ongoing legal support across investments, contracts, governance, compliance and the legal work that comes with running a fund.

Why does the right advice matter?

Legal structure and compliance

Establish the right setup for your fund and investments from day one, with support across fund structures, investment documents, governance and compliance.

Financial operations and compliance

Keep the fund’s numbers and reporting clear, with accounting, tax, compliance and financial operations support across the fund and portfolio.

Strategic planning

Bring the legal, accounting, tax and finance pieces together as the fund grows, from portfolio support and reporting to transactions and bigger strategic decisions.