There are a number of reasons why investing in portfolio companies via an SPV is smart business, including the clout that SPV investors have when combining a number of smaller checks into one much larger, attention-grabbing investment. Companies love the single line on their cap table but investors often fall into the abyss of loss of information rights and personal financial realities that create friction for the SPV investments.

Join us as we compare and contrast the advantages of creating SPV trusts vs LLCs, from the tax, expense, creation, execution and communication perspectives. Discover the enhanced way to deliver SPVs to investors that streamline group investments without negatively impacting tax deadlines and avoid the effort of screening calls asking, “Where is my K1?”