Creating investment vehicles - Overlord
your strategic partner
Overlord supports you from A to Z, by combining strategic expertise, legal compliance, administrative management and native digital integration. Our objective: to create for you a robust, scalable and compliant vehicle, perfectly adapted to your needs, your investment horizon and your type of investors.
What is an investment vehicle?
An investment vehicle, also called SPV (Special Purpose Vehicle), is a legal entity dedicated to receiving capital and making investments. It can take several different legal forms: simplified joint stock company, special limited partnership, civil society...
This framework makes it possible to separate risks, to formalize relationships between investors, and to meet legal, fiscal or asset objectives.
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An SPV acts as a standalone legal shell, designed to isolate the assets, liabilities, and flows of a specific project. This separation protects investors by limiting their exposure to project-related obligations only, without interfering with other activities of the parent company or vehicle owners.
In practice, the SPV receives the contributions, acquires or owns the assets concerned, centralizes financial flows (rents, dividends, reimbursements) and redistributes the net results according to the methods defined in the articles of association or the partners' agreement. Thanks to this structural transparency and adapted governance, the SPV is an essential tool in modern investment management, whether for a single project or a recurring multi-operation strategy.
Why create an investment vehicle?
Risk Management
The vehicle isolates the assets and liabilities of the project owner.
Legal flexibility
You choose the form adapted to your needs (duration, governance, transfer of shares).
Tax optimization
Some vehicles benefit from advantageous treatment depending on the jurisdiction.
Professionalization of assembly
A vehicle reassures investors and facilitates fundraising.
Which vehicle should you choose according to your needs?
SPVs are designed to carry single-asset or multi-asset projects — whether they are real estate transactions, club deals, or private equity investment or structured financing — while ensuring complete risk isolation.
Varied legal forms
Flexibility is one of the great assets of the SPV: it can adopt many legal forms, depending on the nature of the project, the desired taxation, the geographical location or the governance targeted. In France, SAS, SARL or SCI are commonly used, while in Luxembourg, SLP (Société en Commandite Spéciale) is a frequent legal form of SPV, popular for its fiscal transparency and flexible governance. It is also possible to structure an SPV in SICAV/FCP for regulated structures.
Single and multi-asset asset
The choice of the structure of an SPV depends on one central criterion: your investment strategy. Do you want to house a single asset or manage several investments in the same vehicle? This distinction between single asset and multi-asset orients the nature and complexity of the arrangement.
In all cases, Overlord helps you select and implement the most appropriate structure, based on your objectives, your investment horizon, the profile of subscribers and local regulatory constraints.
How does Overlord structure your investment vehicle?
We designed a smooth, secure, and fast process to create your investment vehicle in just one week.
1. Feasibility study and choice of structure
An Overlord expert analyzes your goals and constraints to recommend the optimal structure. We take into account your strategy, targeted taxation, and the profile of investors.
2. Drafting of statutes and administrative formalities
Our lawyers draft your statutes, pacts, regulations. We carry out the formalities for creation, registration and publication, in France, Luxembourg, United Kingdom, United States and in all jurisdictions.
3. Regulatory compliance and KYC
We ensure the KYC of stakeholders, prepare regulatory documents and help you comply with your obligations (AMF, CSSF, anti-money laundering, etc.).
4. Integration on our digital platform
Your vehicle is connected to the Overlord platform to track fundraising, manage capital calls, centralize documents and manage governance.
Why Overlord?
Creating a vehicle is not only a legal act: it is a strategic decision. Overlord supports you with a turnkey solution, designed for investors:
Strategic support
From design to execution
Native digitalization
Integrated tool to control the vehicle
White label
For professionals wishing to offer the offer to their customers
Legal security and built-in compliance
Try our platform today!
Ready to discover how our platform can transform your investment business? Contact us today to schedule a demo or take advantage of a trial period. Explore the full potential of Overlord for yourself.
FAQ
It depends on your strategy, the number of investors, and the target duration. Overlord guides you right from the framing stage.
On average one week with Overlord, compared to six to eight weeks in a traditional practice.
We offer clear packages, with no hidden additional costs, which can be consulted in our Pricing section. Prices vary according to the complexity of the assembly. For an SPV with a single asset, the price is €5,000 excluding VAT.
Not necessarily. Some vehicles can be created without approval (SPV, club deal). Others require registration or reporting.
Yes. We structure vehicles in France, Luxembourg, and in other jurisdictions adapted to your project (United Kingdom, USA, Luxembourg...).