Assure Structured LIVE Masterclass, an education and training program, is focused on transferring some of our fund management expertise and data to our clients. This program will deepen your knowledge of fund structuring and administrative needs.

We offer two  different tracks with Masterclass sessions that walk through the SPV deal process and are tailored to your level of investment experience (Professional or Expert). This Masterclass series includes content relevant to Founders, Organizers, and Investors. Each session is 25-30 minutes covering a wide range of topics from Anatomy of an SPV, Side Letters, Taxes, Post-Close, and much more.

Please register to view on-demand and get info for upcoming events.
REGISTER HERE

 

 

PROGRAM & SCHEDULE

 

WOULD YOU LIKE TO CUSTOMIZE YOUR VIEW?

Click below to see the custom schedule for Founders, Organizers, or Investors:

Otherwise, please see the full schedule

Founder
Organizer
Investor
Tuesday, November 30
Professional Masterclass: FOUNDERS

Anatomy of an SPV

10:00 AM MST

Term Sheets and Term Types

3:00 PM MST
Wednesday, December 01
Expert Masterclass: FOUNDERS

Pro Rata Rights

1:00 PM MST

Side Letters

2:00 PM MST
Tuesday, November 30
Professional Masterclass: ORGANIZERS

Anatomy of an SPV

10:00 AM MST

Basic Taxes

11:00 AM MST

Post Close & Exits

12:00 PM MST

Structuring Management Fees
(Bonus Track)

12:30 PM MST

Investor Experience

1:00 PM MST

SPV Docs vs VC Docs

2:00 PM MST
Wednesday, December 01
Expert Masterclass: ORGANIZERS

Foreign Investors, Compliance and KYC/AML

10:00 AM MST

Expert Taxes

11:00 AM MST

Evolution of Private Investment

12:00 PM MST

Pro Rata Rights

1:00 PM MST

ERA, Exemptions, & No-Action Letters

1:30 PM MST

Side Letters

2:00 PM MST
Tuesday, November 30
Professional Masterclass: INVESTORS

Anatomy of an SPV

10:00 AM MST

Basic Taxes

11:00 AM MST

Investor Experience

1:00 PM MST

SPV Docs

2:00 PM MST
Wednesday, December 01
Expert Masterclass: INVESTORS

Foreign Investors, Compliance and KYC/AML

10:00 AM MST

Expert Taxes

11:00 AM MST

Evolution of Private Investment

12:00 PM MST

Pro Rata Rights

1:00 PM MST

Side Letters

2:00 PM MST

 

ASSURE STRUCTURED LIVE MASTERCLASS FULL SCHEDULE

 

Tuesday, November 30

PROFESSIONAL MASTERCLASS

30 minute sessions for founders, organizers, and investors that are emerging managers or trying to understand the basic ins and outs of using the SPV vehicle structure.

10:00 AM MST

ANATOMY OF AN SPV

A capital-raising SPV needs five main services, or areas of expertise, that comprise the life-cycle of an SPV.

11:00 AM MST

BASIC TAXES

Capital-raising SPV tax returns are far less complex than returns for companies with ongoing concerns.

12:00 PM MST

POST-CLOSE & EXITS

Understanding the Corporate Actions that require your attention (Legal, Tax, Administration, and Accounting).

12:30 PM MST

STRUCTURING MANAGEMENT FEES

// Bonus Track //

1:00 PM MST

INVESTOR EXPERIENCE

Investors take action by filling out & signing the documents, and wiring or delivering funds to the bank account.

2:00 PM MST

SPV DOCS

Investors take action by filling out & signing the documents, and wiring or delivering funds to the bank account.

3:00 PM MST

TERM SHEETS AND TERM TYPES

Wednesday, December 01

EXPERT MASTERCLASS

30 minute sessions for more experienced founders, organizers, or investors that are looking to improve or streamline their entire investment process.

10:00 AM MST

FOREIGN INVESTORS, COMPLIANCE AND KYC/AML

Understanding all the Corporate Actions that require your attention (Legal, Tax, Administration, and possibly Accounting).

11:00 AM MST

EXPERT TAXES

A deeper understanding beyond the basic taxes within the SPV

11:30 AM MST

ROBINHOOD CASE STUDY

//Bonus Track//

12:00 PM MST

EVOLUTION OF PRIVATE INVESTMENT


1:00 PM MST

PRO-RATA RIGHTS

To participate or ignore Pro Rata Allocations when future financing rounds occur (Legal, Compliance, Administration)

1:30 PM MST

ERA, EXEMPTIONS, & NO-ACTION LETTERS

//Bonus Track//

2:00 PM MST

SIDE LETTERS

Side letters are legal agreements with third parties that provide advantageous terms to one, rather than all participants.

3:00 PM MST

DECONSTRUCTING COMPLEX SPV STRUCTURES

REGISTER FOR ASSURE STRUCTURED LIVE MASTERCLASS

 
CLIENTS SERVED
1,469
CLOSED SPVs
7,263
AUM
$8,200,000,000

 

 

ASSURE CLIENTS

 

Launch
EquityZen
Forge
AngelList
Republic
Tech Coast Angels
Tribeca Angels
Miami Angels
Equity Bee
GGV Capital
SOSV