Fund Setup Attributes

• Self-advised fund option: Provide AngelList with your GP and adviser entities to run a self-advised fund; use custom documents drafted by your own legal counsel or standardized template fund documents
• Platform-advised fund option: Use an AngelList-approved entity as your fund’s GP and adviser; use standardized template fund documents (vetted by top-tier law firms) to form your fund

Fund Reporting

• Annual unaudited financial statements included

Fund Account Management 

• Customer Success team assigned to run fund operations and provide support
   

Supported Investments

Unlimited investments into U.S. C-Corps are included.  The following non-standard investment types are also included in the Core tier: 

• Up to 10 non-U.S. investments
• Up to 10 10 non-Standard Investments (e.g. off-platform fund-of-funds investments involving reporting and K-1 outreach, advisory share support)
• Up to 10 crypto investment, including documentation review, tracking, liquidation, and tax analysis for crypto assets (incl. NFTs, token warrants, SAFTs, SAFTEs, token purchase agreements)

Additional fees will apply for investments beyond the limits above in accordance with our Add-On Services and Software for Base and Core Funds schedule. 

Fund Manager Responsibilities

• The Fund Manager is responsible for the items listed here.

Passthrough Fund Expenses

Add-On Software and Services

• See here for information on available add-on software and services