Finally Your "Financial Ally"
How Is Finally Fund Admin Different From Other InvestmentAdministration Platforms?
Finally Provides An All-Inclusive Investment Administration Platform, Including
Types Of Services:
Investor Admin
Single Asset SPVs, Multi-Asset SPVs, Transfers
Company Admin
Direct Investment – SAFEs, Notes, Preferred Equity
Roll Up Vehicles (RUV)
Trust Admin
Coming Soon
Finally's Adminstration Platform Includes
What Would You Like To Do?
Create Single-Asset SPVs
Are you unhappy with your current investment admin service provider (e.g. Carta, AngelList, Allocations, Sydecar, etc.)?
Our company name “Finally” was inspired by the pain and frustration we experienced using the “other” investment administrators, which created a strong desire to “Finally have an investment administration platform that delivers on the services paid for and offers exceptional customer service to companies and investors.”
Create Multi-Asset SPVs or LP Funds
Multi-SPVs and LP Funds provide a fund structure where fund managers can offer their investors the ability to invest into a fund entity (Multi-Asset SPV Fund Entity or Limited Partnership Fund Entity) that invests into multiple opportunities (e.g. Startups, Funds, Real Estate, etc.).
Fund managers select which opportunities will be included in the fund entity and how much to invest in each opportunity. Investors own a percentage of the overall fund entity.
Transfer From Another Investment Administrator
Are you unhappy with your current investment admin service provider (e.g. Carta, AngelList, Allocations, Sydecar, etc.)?
Our company name “Finally” was inspired by the pain and frustration we experienced using the “other” investment administrators, which created a strong desire to “Finally have an investment administration platform that delivers on the services paid for and offers exceptional customer service to companies and investors.”
Raise Capital For Your Startup & Engage With Your Investors
- Companies use Finally to:
- Create their legal entities
- Streamline their capital raising process by creating a private labeled investor portal to invite investors to review pitch decks, investment docs (SAFEs, Convertible Notes, & Preferred Equity), sign subscription docs, access the wire instructions or wire from within the investor portal, and upload updates to share with investors
- Receive tax, accounting, and audit services