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