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The SPV operating system

Run your investment group from one place

Spin up deal-ready SPVs, manage capital calls, track expenses, generate K-1s, and keep investors in the loop — without the chaos of juggling six disconnected tools.

Built for fund managers

Bank-grade encryption (AES-256)

All investor data and documents encrypted at rest and in transit. The same standard used by top institutional managers.

SOC 2 compliant infrastructure

Built on SOC 2 Type II certified infrastructure. Audit trails, access logs, and data residency controls included.

Automated capital call notices

One click to issue notices. Automated reminders at 3, 7, and 14 days. Investor acknowledgements tracked automatically.

Trusted by SPV operators managing $XXM+ in commitments

6+ Tools the average SPV uses
$8K+ AngelList Stack cost per year
$29/mo Clausebound — everything included
100K+ Active small SPVs with no software

Running SPVs today means juggling tools that weren't built for the job

Formation Chaos

Stripe Atlas for LLC formation, Mercury for banking, separate tax services. Each new deal means re-doing setup work from scratch.

Scattered Documents

Operating agreements in Google Docs, spreadsheets for capital calls, emails for distributions. One person leaves and it's lost.

Expense Nightmares

Atlas fees, registered agent costs, admin overhead. Manually allocating expenses across deals and investors.

Investor Comms Lag

Manual updates, forwarded statements, "where's my K-1?" emails. No single source of truth for your investors.

Deal Reuse Friction

New SPV or reuse the old one? Capital amounts change each deal. No smart orchestration layer to decide.

Admin Execution Risk

Missed capital call deadlines. Forgotten distributions. Tax documents sent late. Real money at stake every time.

Three steps to running your SPV

1

Create your SPV

Answer 5 questions in our wizard. Clausebound handles LLC formation prep, entity setup, and cap table initialization.

2

Add investors & issue capital calls

Import investors in bulk or add manually. Issue one-click capital calls with automatic payment tracking and investor acknowledgement.

3

Clausebound handles the rest

Automated reminders, document generation, K-1 prep, and distribution notices — all triggered automatically. No manual follow-up.

Every tool your SPV needs, in one place

🚀

Deal-Ready SPV Wizard

Answer 5 questions, get a fully formed SPV in minutes. Smart reuse logic suggests new vs. existing SPV.

📄

Auto-Generated Operating Agreements

AI-generated, lawyer-reviewed templates. Customize once, deploy instantly. No Docusign ping-pong.

💵

Capital Calls & Distributions

One-click capital calls. Automatic distribution tracking. Real-time investor updates.

📊

Expense Allocation

Log admin costs once. Automatically allocate across deals and ownership. Perfect accounting.

🗂️

Centralized Investor Portal

Investors see all deals in one place. Statements, cap tables, distributions, K-1s.

📝

K-1 & Tax Docs

Automatic K-1 generation. No more tax season panic. Ready for accountants to file.

Clausebound vs. DIY stack

Feature
Clausebound
DIY (Atlas + Mercury + Sheets)
SPV Formation
✓ 5-min wizard
Manual each time
Operating Agreements
✓ Auto-generated
DIY or expensive lawyers
Capital Calls
✓ One-click
Email + manual follow-up
Expense Tracking
✓ Auto-allocated
Spreadsheet math errors
Investor Portal
✓ Multi-deal view
Manual email sends
K-1 Generation
✓ Automatic
Hire an accountant
Monthly Cost
$49/mo
$200–500+

Not a VC platform. Not enterprise software. Built for 3–10 person investment groups managing real estate, syndications, and co-invests.

100K+

Active small SPVs with zero dedicated software

Frequently asked questions

Yes. All data is encrypted at rest using AES-256 encryption. We follow industry best practices for security and are working toward SOC 2 compliance. Your investor data never leaves secure, encrypted storage.
Yes. CSV import is built into the investor onboarding flow. Import existing cap tables, investor lists, and historical capital calls in minutes. No manual re-entry required.
Unlimited SPVs are included on all plans. Manage 3 deals or 30 — same flat price. Each SPV gets its own cap table, documents, and investor portal.
Early access pricing at $29/mo. Cancel anytime with no penalties. That's less than a lunch for two — and it replaces $8K+/year in other tools.

Stop juggling. Start running.

Get early access to the SPV operating system — spin up your next deal in minutes, not weeks.

Start Free →

Cancel anytime. No setup fees.