Tribevest Pro is a streamlined solution that enables investor groups to invest in a single syndication deal.
How Tribevest Pro helps
Tribevest Pro is a streamlined solution that enables investor groups to wire a single check for a real estate syndication investment, with all taxes and distributions handled by Tribevest.
With Tribevest Pro, investors can pool their capital towards a single syndication deal as active members under a multi-member LLC with a ratified Operating Agreement that offers protection. Once all funds are pooled, the Tribe (as one business entity) can invest in the specific deal.
Tribevest provides management tools such as an FDIC-insured bank account, cap ledger, cap table, tax services, and distributions, to simplify and ensure transparent group investing.
Distributions and annual K-1 tax services are done for the investor group, so if you’re managing multiple Tribes, this is a breeze and doesn’t take any time from you.
What’s included in Tribevest Pro
Tribevest Pro is for a single deal only and is packed full of services. You will still need someone to step up and initiate the Tribe, add your members, and get the word out to your members. Tribevest offers premium service onboarding and all the ongoing quarterly distribution services and annual K-1 services.
- OH LLC
- OH Registered Agent
- Annual State Fees
- FDIC Bank Account
- And the overall setup of the Pro Tribe
Plus the following ongoing services:
- Automated Distributions
- Annual K-1 Services
- Dissolution Services at Exit
Soft Commitments (optional)
If you’re still having conversations with your investors, use our soft commitment form template to collect commitments.
Set Up
We’ll ask you some questions about your deal and investors to understand how to best serve you. From there we will file your LLC in Ohio and keep that LLC compliant with Register Agent and Automated Report Filing (included with your fee). It will take 2-3 business days to get the EIN back.
Banking
Once your EIN is back from the state, we’ll open your FDIC-Insured business bank account. This is a high-yield checking account with a high limit for large capital contributions.
Operating Agreement
We provide an Operating Agreement template or you can bring your own. This document will need to be signed by all of your Tribe members.
Compliance Tools & Board Management
Your transparent dashboard has tools built in like the cap table, funding rounds, voting, and record keeping to keep everyone in your Tribe on the same page at all times.
Document & Record Storage
Upload and keep all legal, tax, and deal documents in your Tribe for easy access.
Ongoing Services
Tribevest will service quarterly distributions and provide annual K-1 tax services for your Tribe.
Exit and Dissolution
Once your investment has come to an end, Tribevest will be able to dissolve the entity for you.
White-Glove Onboarding Service
Although our platform is self-service, our dedicated onboarding team will ensure that you and your investors are taken care of every step of the way. Any questions or concerns, we are here to help.