Forming & Managing Special Purpose Vehicles

When building a company, your community, customers, and angel investors can create immense value – especially if they are aligned with your success. Raising capital from these groups allows you to unlock new capital, strengthen your community, and get valuable investors on your cap table. But how do you handle the headache of coordinating each check and the risk of a messy cap table?

In this workshop, Halle Kaplan-Allen from Sydecar will share the ins and outs of how founders can use an SPV to run their own syndicates and fundraise on their own terms.

You will learn:

When is the right time to raise from your community
The benefits of having your community on your cap table
Why using an SPV allows for a smoother fundraising process and cleaner cap table
The steps to form your own SPV (without hiring a lawyer and an accountant)
About the Speaker

Halle Kaplan-Allen is the Head of Revenue at Sydecar. Halle has previously led strategic operations teams at multiple startups, building systems and processes to enable scale. Most recently, she was on the venture operations team at AngelList.

Sydecar is a frictionless deal execution platform. Our end-to-end deal execution platform helps founders aggregate angel checks into a single line on their cap table without compromising on cost, efficiency, or discretion.