A Complete Solution
Overlord provides you with a complete, integrated, and compliant solution to structure your co-investment operations.
Our platform simplifies the complex administrative and legal procedures involved in creating and managing a club deal. This allows you to fully focus on your investment opportunities, knowing that all legal and accounting aspects are covered.
With a dedicated interface, you can organize, monitor, and manage your club deal transactions transparently. We provide you with all the necessary tools to secure your collective investments while ensuring smooth fundraisings. Our technology streamlines the capital pooling process and ensures transaction transparency, which is essential for building a trusted relationship with your investors.
How to Invest in a Club Deal? Our Solutions
Pool Risks and Expertise
Investing in a club deal allows you to participate in large-scale projects with a reduced capital outlay, while benefiting from the pooling of risks and expertise. This approach not only helps diversify your investment portfolio but also enables you to leverage the knowledge and synergies of other investors, often specialized in specific sectors.
Tailored Support
Overlord supports you in the creation and management of your club deal by providing tools tailored to your specific needs.
We help you define your investment strategy and legally structure your club deal to ensure investor security. Depending on your goals, we guide you in building your group of investors while implementing transparent and effective governance.
Maximize your returns
Investors also benefit from the ability to diversify their sources of returns—whether through private equity, real estate or other forms of investment.
The club deal format provides access to large-scale projects with a lower entry ticket than traditional structures, while allowing investors to retain significant control over decision-making.
Key Steps to Structuring a Club Deal with Overlord
A seamless process—from the initial idea to post-launch monitoring. We combine expert human guidance with digital efficiency to accelerate your project.
1. Strategic Planning and Vehicle Selection
We analyze your objectives to identify the most suitable legal structure. This choice is crucial to optimize taxation and attract investors.
2. Legal and Administrative Support
Our teams draft your bylaws, regulations, and regulatory documents. We handle approval or registration procedures on your behalf.
3. Operational Setup
We establish your structure: KYC, custodian bank, valuation, service providers. Every component is put in place to ensure your club deal is up and running as quickly as possible.
4. Post-Launch Monitoring
Investor reporting, capital calls, covenant compliance—our platform enables you to manage your fund securely and efficiently on a daily basis.
They trust us
120 people have chosen Overlord to structure and finance their success.
Your custom financial platform
Your opportunities, your investors, your follow-up.
Your opportunities
Bring your investment community together
Show them your investment opportunities
Work with business instigator
Your investors
Welcome your investors in full compliance into an investment holding
Interact with them: consultation, notifivation and information
Offer them project and performance monitoring
Your follow-up
Keep investors informed about the progress of the project
Calculate the performance on each project
Archive all documentation
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Your challenges, our solution
Our founder explains the Overlord solution to you in a video.
Testimonials
We have over 250 satisfied customers.
Here are 3 particularly delighted ones:
"We owe much of our success to Overlord's support, which helped us take our first steps into the often opaque world of private investing. Our mission is to make private equity investments accessible to the general public, and I’m truly thrilled about our collaboration."
at Fundora
"We explored many solutions for our investment club and had a real crush on Overlord. With this platform, we felt like we could move forward on autopilot. The fact that the platform is white-labeled was a decisive factor in our choice."
at The Quest
"Overlord allowed me to create a club that reflects who I am, without any risk of diluting my brand or my relationship with investors. It’s a complete, flexible solution that aligns with the expectations of modern entrepreneurs."
at Ultra Bourse
FAQ – Questions fréquemment posées
What is a club deal?
A club deal is a collaborative investment structure where multiple investors come together to jointly finance a specific project.These projects may include investments in real estate, private companies, or infrastructure ventures.
The club deal model gives investors access to co-investment opportunities that are often difficult to access individually, while allowing them to share both risks and returns.
Check out our guide: Comment créer un club d’investissement : guide complet.
How does a club deal differ from a fund?
Unlike a traditional fund that operates under discretionary management, a club deal allows the investor to choose which opportunity to finance.
Project selection is selective, and decisions are made collectively—often with direct involvement from the investors.
See also Joining an Investment Club: A Complete Guide for Investors.
Who can start a club deal?
Any investment professional or entrepreneur —fund manager, family office, investment bank, or business angel—can initiate a club deal by bringing together a group of investors who share a common vision.Launching a club deal requires a solid understanding of the target market and the ability to structure the relationship between investors effectively.
What level of financial experience is required to invest?
While there are no strict prerequisites, it is strongly recommended that investors have a solid understanding of the target market (financial markets, funding mechanisms, due diligence processes).
Experience in the sector related to the proposed investment can be valuable for assessing both risks and opportunities.
Where are fees collected: investor, entity, or target?
Fees associated with a club deal can be charged in different ways, depending on the legal structure of the investment vehicle.
They may be:
- directly charged to the investors,
- incorporated within the entity created for the club deal (SAS, SCI, SLP, etc.),
- or deducted from the profits generated by the investment operations.
What are the manager's sources of income?
The manager of a club deal generates income through entry fees, management fees et aux carried interest (performance fees).
These fees are generally calculated based on the investments made or returns achieved, aligning the manager’s interests with those of the investors.
What Level of Selectivity Should You Aim For?
The level of selectivity depends on the investment objectives of the group.It is essential to prioritize well-managed projects with high profitability potential, evaluated through a rigorous process.
A good practice is to rely on scoring tools and governance frameworks.
What is the typical process?
The process of a club deal typique follows several steps:
- Definition of the project and investment thesis.
- Legal structuring of the chosen investment.
- Fundraising via the Overlord platform.
- Operational management and automated reporting.
- Exit planning (sale, refinancing, or distribution).
How does carried interest work?
The Carried Interest is a variable remuneration awarded to the manager, calculated as a percentage of profits beyond a break-even point (often 20 to 30%).
Hurdle and high-water mark: useful or not?
These two mechanisms are essential to align the interests of the manager and investors:
- The hurdle rate sets a minimum return threshold before the manager receives compensation;
- The high-water mark prevents performance fees from being paid until the project surpasses its previous highest valuation.
What entry tickets and what investment horizons?
Entry tickets for professionals typically start at €100,000 and also depend on the size of the club deal.The investment horizon is usually between 3 and 7 years, with possible adjustments depending on the strategy (real estate, private equity, evergreen, etc.).
Entry tickets for the the general public (non-professionals) can start as low as €10 if the project has the necessary authorization.Overlord can file a Prospectus (D.I.S) with the AMF in France to open investment opportunities to the general public.
What legal framework and governance should be put in place?
It is recommended to structure a club deal as an SA, SAS or SCI or other entity depending on the type of project and investor expectations.These formats ensure flexible governance, well-defined roles, and transparent management.
How to scale the community and the amounts raised?
To scale up, it is essential to expand the network of qualified investors, increase the visibility of opportunities, and optimize fundraising through an integrated platform.
Overlord’s digital tools enablet automation of compliance, reporting, and investor relations.