The vehicle that lets investors say yes.
What actually blocks most acquisitions is not the deal, it is the absence of a vehicle investors can legally wire into. The fund or SPV is that vehicle: the entity that signs the purchase agreement, receives investor capital, and holds the asset with clean governance.
SPV vs fund vs HoldCo: which one, and in what order
A single live acquisition usually wants an SPV that can sign and close, with a holding company as your control layer formed in parallel. A repeatable strategy (multiple deals, one investor base) points to a fund. Entity type (LLC, LP, or corporation) and jurisdiction are chosen deal by deal, with US, Canadian, and cross-border stacks all supported.
What formation includes here
Formation is the cheap part; the raise-readiness around it is the product.
- Entity formation at $800 per LP or LLC, paralegal-reviewed
- Operating agreement with investor share classes (voting vs economic)
- PPM and subscription agreement matched to the same structure
- CFA-built financial model and data room investors underwrite
- Debt and equity introductions once the package is complete
Timeline: two weeks to an entity, weeks not months to raise-ready
Entities can stand up in days to two weeks. The full package typically lands in four to six weeks. When a purchase agreement carries a hard date, we sequence backward from it: the SPV exists first so it can sign, and documents run on an expedited track.
Scope of work
Straight answers.
The questions dealmakers ask about this before they book.
Entity formation itself is $800 per LP or LLC inside our engagements. The real cost driver is the complete offering package around it, which flat-fee tiers cover without success fees or a percentage of your raise.
When a deal is live, the SPV usually forms first so it can sign the purchase agreement and receive funds, with the HoldCo formed in parallel as your control layer.
Yes, provincial and federal corporations as well as US LLCs and LPs, and cross-border stacks such as a Canadian HoldCo with a US SPV are common.
No success fees, no percentage of your raise, no carry. Engagements are flat-fee so you keep 100 percent of what you raise.
Here is how we structure it.
Entity, offering documents, CFA-built model, data room, then debt and equity introductions. Flat fee, no percentage of your raise. Map your deal on a strategy call.