Opportunity Funds
Double down on your winners
Launch an opportunity fund to generate outsized returns and enhance portfolio diversification. Sydecar’s fund structures allow you to invest with agility and gain increased exposure to breakaway portfolio companies.
Our Opportunity Fund structure streamlines investor onboarding and allows you to offer custom economics and terms.
Built on Sydecar’s proprietary infrastructure, the Fund benefits from automated banking, compliance, contracts, tax, and reporting so that you can avoid paying expensive service providers.
Highlights
Scope of Services
Fund entity creation (Series LLC structure).
Off-the-shelf fund documents (LLCA and subscription agreements).
Integrated banking with real-time visibility into money movement.
Flexible capital calls.
Carry sharing & advanced carry structures.
Streamlined compliance checks (KYC, AML, and accreditation).
Automated fund tax preparation and filings (Form 1065 and Schedule K-1s).
Quarterly or annual financial reporting.
Regulatory filings (Form D, Blue Sky) included.