Fund structuring: what is the best platform?
An investment vehicle is a legal or financial structure that allows you to invest “your money” in assets such as shares, bonds, real estate or entrepreneurial projects.
It is essential to properly structure an investment vehicle so that it is effective and sustainable. Each project is unique, and must be studied and implemented according to several criteria: the structure of the company, the desired fundraising, the initial sum...
In this guide, we offer you an overview of the platforms dedicated to the creation and management of an investment vehicle, our advice, and the strengths of the services offered by Overlord for personalized and reliable support.
Presentation of the platforms analyzed
There are several companies that specialize in organizing and structuring an investment vehicle. Here, we compare four of them: Overlord, Roundtable, Equisafe, and Blockpulse.
Each platform has different core promises, with its own qualities and limitations.
Overlord: an integrated solution for creating, structuring and managing investment vehicles
Overlord is a company based in France, specialized in the management of investment vehicles from A to Z. Is it objective? Making investments accessible to everyone.
Overlord's main strength is the comprehensive handling of legal, accounting and fiscal procedures for all types of investment projects: real estate, startups, shares, ETFs, ETFs, cryptocurrencies, cryptocurrencies, and rare objects.
In order to adapt to its various targets and the needs of its customers, Overlord offers several services and options:
- Creation of SPVs, funds, club deals, club deals, crypto vehicles, PE or real estate;
- White Label Platform available in a few days;
- Legal, fiscal, accounting, KYC, distribution and reporting support.
Overlord promises tailor-made support, with a simplified process and an intuitive interface to guide investors at each stage of their project, all with reinforced security.
Roundtable: The Communication Tool to Easily Launch an SPV
Roundtable focuses on the creation of SPVs of three types: Société en commandite speciale Luxembourgeois (SCsp), or even Simplified Joint Stock Company (SAS), or even Simplified Joint Stock Company (SAS).
It is a collaborative tool based on several criteria: rapid fundraising and collective management. No white label option is offered, each project must display the Roundtable brand.
To support its customers, Roundtable connects on community support, tools and a fairly rich Q&A section on its site. The platform is especially recognized for its SPV moderation option, its solutions to improve fundraising as well as its investment for the various actors in the project: founders, investment clubs, fund managers, investors...
Equisafe: the Web3 solution to digitize and tokenize investments
Equisafe is a platform with an intuitive interface, an available team and quality customer service. There is support in achieving financial goals, but it is based on a tech-first model, with an autonomous dashboard.
Several services are offered by Equisafe, such as the tokenization of company shares, crowfunding or tokenized real estate.
Although the options and services are competitive, Equisafe has some limitations, such as the lack of legal support in general, and its highly automated system with no possibility of customization.
Blockpulse: the infrastructure to manage digital shareholding
Blockpulse is a platform that works on a blockchain system for the structure of operations, the management of cash flows, tokenized titles and identity to facilitate management and procedures without manual reporting intervention.
All tools are automated according to the challenges of the company that wishes to make an investment vehicle:
- Legal: creation or repatriation of existing companies;
- Regulatory: private placement or public offering;
- Digital: white label integration or API.
Despite its various services, Blockpulse has some limitations, in particular the lack of human support, and the prioritized technical and digital use. The target is mainly focused on B2B, scale-up, fintechs or startups with internal legal services.
Range of services offered
Overlord offers more features and options than its competitors (crypto payment, strategy customization, yield management,...)
The services are more numerous and human (lawyer, accounting expert, tax specialist) and technical support accompany you from the start.
Creation of a legal vehicle
- Overlord is aimed at all company profiles or individuals wishing to create an investment vehicle, in particular SPVs, investment funds, Luxembourg companies, Luxembourg companies or even club deals.
- Roundtable is only focused on SPVs (SAS, SC, SCsp)
- Equisafe and Blockpulse, for their part, offer the creation of tokenized titles but not very developed legal support.
KYC/AML and Investor Onboarding
- Overlord has dedicated, integrated and compliant support to prevent fraud risks and oversee all procedures;
- Roundtable offers a partially integrated and standardized security service, adaptable to all projects;
- Equisafe and Blockpulse are more general in the face of risks, their tools are automated without possible customization.
Capital calls, distribution, compatibility, reporting
- All Overlord reporting and management services are automated, but with human support and a team available when needed;
- Roundtable has this service in an integrated but simplified version;
- Equisafe and Blockpulse do not specialize in support and service, the reports are partial or non-existent depending on the use.
Technology and personalization
One of the great strengths of Overlord is its flexibility and adaptation compared to the rigidity and technicality of the services offered by other platforms.
Interface and user experience
- Overlord has a careful UX, with accurate dashboards and the possibility of creating a white label project;
- Roundtable is a more self-centered platform, with a simple and easy to use interface, but very “Roundtable centered”;
- Equisafe and Blockpulse are more oriented towards developers, with more technical uses that are not adapted to everyone.
Personalization & white label
- Overlord offers services and options that are fully customizable, whether in its branding, its access, or even in its communication. Each project is studied and developed according to the needs and expectations of the client;
- Roundtable does not offer a white label; all projects and investment vehicles organized by the platform must be marked with their name;
- For Equisafe and Blockpulse, the use of a white label is possible but more complex. That is not their basic proposition.
Typology of projects covered
The wealth of Overlord is part of comprehensive monitoring and structuring procedures from the beginning to the end of the project to create and manage an investment vehicle.
Club deals (real estate, PE, crypto)
- The expertise and structure offered by Overlord make it the most complete platform;
- Roundtable is more specialized in lightweight SPV, with less human expertise;
- Equisafe and Blockpulse are not suitable for this type of project.
Pricing and accessibility
Accessibility and pricing models are different across platforms. Overlord stands out by offering options that are accessible to everyone, with packages based on transparency and trust.
- Overlord offers a detailed and unique package (from 5 to 25k €HT), with no fees on the amounts invested or processed
- At Roundtable, fees are added up to 1% on the setup and secondary commissions;
- Equisafe and Blockpulse offers opaque Saas pricing or more complex quotes, the platforms lack transparency.
Accessibility for project leaders
- Investment vehicles are considered from €5,000 at Overlord;
- At Roundtable, services are generally accessible but lack advice;
- Equisafe and Blockpulse are more aimed at technical projects, otherwise they lack accessibility.
Human support and expertise
Overlord favors advice and human support. Projects are studied on a case-by-case basis, with personalized recommendations. Legal and fiscal structuring, as well as appropriate customer support are among the platform's central commitments.
Legal and fiscal structuring
- At Overlord, legal analyses are integrated, with experience in club deals and cross-border transactions;
- There is no comprehensive legal department at Roundtable;
- At Equisafe and Blockpulse, autonomy is required because no advice is given by the teams.
Customer support and onboarding
- Overlord offers personalized onboarding according to the needs of businesses, targeted fundraising or the type of support chosen;
- Roundtable is based on community support;
- Equisafe and Blockpulse are based on knowledge. Businesses that use these platforms must be informed and familiar with the environment before engaging.
Customer Feedback and Use Cases
Overlord: Campus Fund, Ultra Bourse, The Quest
Several recognized customers have established positive feedback on their experience with Overlord. The qualities that come back the most are speed of launch, autonomy and compliance. With 2 million euros in turnover, 18 employees and 500 million euros in transactions under management, Overlord supports more than 150 clients in setting up their investment structures, taking care of all their back office: legal, fiscal, fiscal, fiscal, fiscal, accounting, banking and regulatory.
Roundtable
Feedback and opinions mainly concern experiences in VC and startups. These are categories in which the platform has a good reputation.
Equisafe/Blockpulse
These platforms have few comprehensive published returns. The opinions published about Equisafe explain a lack of transparency towards investors, as well as excesses in terms of confidentiality. As for Blockpulse, its blockchain-based system is interesting but has its limitations.
Conclusion - Which platform for what need?
The objective of this guide is to help you find the most suitable platform for a project to create a well-organized, sustainable and effective investment vehicle.
It is important to compare platforms well in advance according to several criteria to avoid unpleasant surprises, and to guarantee you effective, secure and confidential support:
- Verification of investment options: ensure that the platform offers the most suitable services for your project, with diversified and flexible options.
- Assessment of fees and commissions: it is advisable to use transparent fees and quotations, with prices that take into account trading fees, account management, fund transfers, or the like. This step is essential to avoid hidden costs that can have a considerable impact on investment returns.
- Ease of use and accessibility: an intuitive and simple interface can make your user experience more enjoyable and effective. Platforms with simplified follow-ups and tools are preferred.
- Customer support and personalized services: good customer support is essential to best support you in your project. To do this, choose a platform offering services adapted to your needs and customizable, with a team available if necessary (by chat, email, calls...). The reports and analyses must also be clear and understandable to help you in your project monitoring.
- Security, regulation and confidentiality: investment platforms process and list sensitive financial data that requires increased security. Ensure that the organization selected for your investment vehicle is regulated by serious financial authorities.
Overlord
The Overlord Platform is aimed at anyone with an investment or financing project, with a need for compliance and a white label. It is the only company that offers personalized support, with human advice delivered by teams of experts in the field.
Roundtable
Although the platform has some limitations in its operation and support, it is still possible for simple SPV projects, and fundraisers for startups or between friends.
Equisafe vs Blockpulse
These are very tech profiles, with tokenization and Web3, which are interesting especially for investors who know the industry and who do not necessarily need strict support.
Learn how Overlord can structure your investment vehicle and save you time, money, and credibility. Make an appointment With an Overlord expert now.