Spinning Up an SPV in 10 Steps or Less
- kari620
- Oct 28
- 2 min read
A Quick Guide for Investors and Independent Sponsors
In private markets, the “race to closing” can be chaotic. Between coordinating lawyers, investors, and sellers — while juggling subscription docs, bank setups, wire transfers, and compliance filings — even small oversights can derail weeks of momentum.
That’s why Verivend created the 10 Steps to SPV — your essential guide to executing a Special Purpose Vehicle quickly, securely, and professionally. Whether you’re a first-time independent sponsor or a seasoned dealmaker, this free download walks you through a proven, friction-free workflow for SPV formation and execution.
What You’ll Learn
Inside the 10 Steps to SPV guide, you’ll discover how Verivend helps you streamline every phase of the process — from entity setup to investor distributions — all within one secure, purpose-built platform.
💼 Entity Formation: Create a new SPV directly in Verivend, bring your own entity, or collaborate with your legal and accounting partners — the process adapts to you.
📜 Compliance & Filings: Stay compliant from day one with tracked, timestamped documentation and optional integration with your law firm.
📑 Legal Documents: Access industry-standard templates for LLC Agreements, PPMs, and Subscription Docs — or upload your own.
🚀 Fundraising & Marketing Tools: Showcase deals, centralize investor engagement, and highlight your opportunity in a professional, branded environment.
🔐 Data Rooms & Document Sharing: Securely organize diligence materials with full audit trails and permission-based access.
💸 Commitments, IOIs & Subscription Agreements: Collect investor interest, track commitments, and enable digital signatures — no printing, scanning, or email chaos.
🏦 Capital Raising & Closing: Use Verivend’s integrated payments to collect and confirm capital securely, eliminating manual wire risk and delays.
📊 Taxes & K-1s: Centralize year-end reporting, collaborate with your accountant-of-choice, and give investors instant access to tax materials.
💰 Distributions & Returns: Automate distributions, notify investors, and maintain a transparent audit trail throughout the investment lifecycle.
Standing up an SPV shouldn’t feel like reinventing the wheel. Verivend replaces the fragmented, manual processes that slow deals down — from NDA tracking and email-based workflows to spreadsheet investor logs and third-party fund admin costs — and integrates seamlessly with your legal, accounting, and due-diligence partners.
To dive deeper, download our comprehensive, 10-step guide for investors and independent sponsors alike to follow when they are spinning up an SPV.
