Asset-class workflows
Fund or single-investment SPV?
Choose the workflow that matches how capital will be invested.
Product documentation · Version 2.0 · Updated October 1, 2026
Single-investment SPV
The venture SPV workflow centers on a portfolio company, security, term sheet, capitalization, and dilution or exit scenarios. It is designed to describe one company investment rather than a discretionary multi-company fund.
Pooled VC fund
The VC fund workflow centers on strategy, portfolio construction, investment committee, fund term, capital calls, and fund-level economics. The fact that a fund currently has only one planned investment does not by itself make it a single-deal SPV.
Discuss legal classification
Entity form, investment mandate, discretion, investor types, and actual holdings matter. Have counsel confirm the structure and applicable securities, investment-company, adviser, and tax questions before relying on a workflow selection.
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