Launching a fund is complex, onboarding shouldn’t be. VENTURE.co provides a structured, high-touch implementation process led by experienced professionals who ensure every component of your operation is set up for success.
Client Implementation
Effortless Onboarding. Immediate Impact.
A Proven Approach to Onboarding
Our client implementation process is refined, repeatable, and rooted in deep experience across fund types. Whether you’re launching your first offering or onboarding multiple offerings, we provide clear milestones, weekly updates, and a direct line to support.
Implementation That Sets You Up to Scale
Dedicated Account Manager
From kickoff to launch, your dedicated point of contact will coordinate across teams, keep timelines on track, and ensure every detail is covered.
Document Configuration
We help you set up and verify your offering documents, subscription agreements, and investor communications, all tailored to your fund’s specific structure
Seamless Back-Office Integration
VENTURE.co works directly with your back-office, compliance team, and third-party providers to streamline set-up, data syncing, and operational readiness.
What to Expect
Platform Function
Discovery & Kickoff
Our team meets with yours to understand your fund structure, operational goals, and key deadlines.
Platform Function
Platform & Document Set-up
Subscription documents and investor workflows. Our team ensures every field is captured and ready for seamless onboarding.
Platform Function
Data Room
Set up your data room, import contacts, and configure your lead tracking dashboards, so you’re ready to raise on day one.
Platform Function
Platform Configuration
We work closely with your back-office team so you can configure selling groups, manage platform connections, and ensure your distribution network is fully aligned and ready to operate at launch.
Platform Function
Training & Go-Live
Live walkthroughs, training sessions, and ongoing support ensure your team can run operations confidently from launch.
Fund Administration
Fund Set-up & Investor Record-keeping
We set up and maintain your fund offering including share classes and investor ledger, ensuring every transaction, allocation, and purchase is precisely recorded and reconciled.
Fund Administration
US Patriot Act Compliance & OFAC Screening
We embed OFAC scanning and Patriot Act compliance directly into the onboarding flow, helping you meet regulatory obligations while ensuring every investor is reviewed before acceptance.
Fund Administration
Treasury Management & Distribution Coordination
VENTURE.co establishes your disbursement infrastructure—opening bank accounts for new investor funding and distributions, managing investor payment instructions, and executing capital calls and distributions on your behalf.
Fund Administration
Statement & Investment Reporting Configuration
We generate and deliver investor statements, position files, and welcome letters under your brand, ensuring consistency, clarity, and compliance with each reporting cycle.
Fund Administration
Ongoing Transfer Agent Support
From processing transfers and updating records to fielding investor requests, we act as your full-service Transfer Agent, managing the details so you can focus on fund performance and growth.
Join A Demo Session.
Discover how the VENTURE.co ecosystem can improve your Investor's experience while raising funds easier than ever. In a collaborative demo session we'll begin to understand your unique needs and connect them to proven solutions within the VENTURE.co Services ecosystem of private securities solutions.
The custom tools and efficiency of the VENTURE.co ecosystem, have helped us transition to a fully digital transaction process. From start to finish, VENTURE.co's compliance, security and digital documentation handling have been exceptional, allowing us to consolidate our entire processing system into the platform
Justin Webb
Managing Director
U.S. Energy Development Corporation
Simply put, VENTURE.co ensures my offerings are transacted efficiently and securely. The high-level encryption and instantaneous closed delivery provide all that we need upfront to get the deal done right the first time. This is the future of our industry.
Nick Duren
President
Crescent Securities
Our experience after having switched form another digital provider has been truly eye opening. We were surprised how much VENTURE.co optimizes the buy side and how many broker dealers already know how to use it.
Danielle DeLongchamp
CEO
Concorde Investment Services
We've used VENTURE.co for more than two years and the responsiveness and helpfulness of the customer support teams has been exceptional.
Katherine Brand
COO / Managing Director
Valiant Finance
Venture.co has been a significant value add to the distribution and execution of our syndicated offerings.
American Alternative Capital
