Auptimate helps managers bring selected investors into a specific opportunity through a separate SPV, with the structure, onboarding and administration coordinated in one workflow.
A co-investment SPV pools capital from investors who choose to participate in a particular opportunity alongside a Fund, manager or lead investor. Participation and economics remain specific to that transaction.
Set the allocation, fees and carry for the co-investment without changing the main Fund terms.
Invite only the investors eligible and interested in the specific opportunity
Coordinate subscriptions, e-signatures and investor verification through a digital process.
Keep the SPV’s banking, accounting, documents and reporting separate from the main Fund.
The opportunity and allocation are confirmed, then the SPV is formed around the agreed terms. Selected investors complete onboarding and contribute capital. The SPV invests as one entity while its records remain distinct from the manager’s other vehicles.
Confirm the terms, rights and governance
Form the SPV and prepare transaction documents
Complete checks, tax forms, subscriptions and
e-signing.
Launch and manage ongoing administration
Designed for opportunities that sit outside normal Fund allocation or require additional capital from aligned investors.
Auptimate keeps investor documents, capital activity and vehicle reporting connected after closing, supporting a clearer operating record for the transaction.
Structure around the approved transaction and terms
Streamline subscriptions,
e-signatures and investor verification
Maintain records, reporting and
distributions post-close
