VC FUND OPERATIONS
Wilshire provides a streamlined process to handle 90% of the venture investor lifecycle.
Model
Our typical service model is a “Fractional Head of Operations” plus 1 to 2 FTE remote team / backend depending on AUM.
Example Services
Investor Relationship & Data Management
Investor Outreach and Marketing
Subscription Process (including amended and drafting documents and side letters)
Cash and Stock Distribution
Annual K-1 Preparation
Quarterly Reporting Process, and more.
Vendor Management
Accountants/Tax, Legal, Software, other Professional Services
Technology Vetting, Implementation, and Onboarding
CMS (eg. HubSpot)
Fund Management (eg. Juniper Square, Carta)
Email Outreach / Marketing (eg. MailChimp), etc.
Regulatory and Compliance
Form D, Blue Sky Filings, etc.
Ad-hoc Investor or Client Requests