Value proposition

Fintech platform pioneer Assure simplifies the deal process and fund back office so you can focus on doing deals.

Assure is currently in the wind down phase of its business. The Fintech platform pioneer Assure specialized in Special Purpose Vehicles (SPVs) and Fund Administration for the private investment marketplace, serving founders, companies, investors and deal organizers. We offered a full range of back-office services and a team of experienced professionals to facilitate you through the life cycle of your SPV. As a cutting edge fintech platform, we offered an innovative solution called Glassboard, white label and api solutions that are revolutionizing how deals get done. When you outsourced to Assure, you’ll have more time to nurture your investor relationships and do more deals.

Assure’s experience and deal volume significantly outpaced other fund administrators. Our approach, which allows clients to structure and close deals faster, cheaper and with more transparency, helped pave the way for the ascendance of the “super angels,” special purpose vehicles and micro VCs. The company has worked with nearly 2000 clients, including AngelList, EquityZen, Forge, Tribeca Angels, LAUNCH, and Bitwise, structuring and closing over 9,000 deals with $12 billion assets under administration.

Assure’s suite of technology and service solutions included SaaS, PaaS, white labeling, APIs, Special Purpose Vehicle administration, fund administration, fund accounting, fund taxes, banking, Exempt Reporting Advisor (ERA), KYC/AML, 506(c) accreditation, bookkeeping and financials.

Fund administration, Syndicate services, Fund accounting, SPV administration, Fund taxes, ERA Compliance, Form ADV, LLC Funds, Angel Group services, Fund back office services, Start-up Company bookkeeping, KYC/AML, 506(c) verification, Fintech, and Opportunity Zones