It's Time to Digitalise Your VC Operations
Axiom is powered by a web portal that can be accessed by the fund manager, Limited Partners (LPs), portfolio companies and other stakeholders.
Set your fund up for success
Fund formation
Fund formation involves creating the legal and operational structure for your investment fund, including drafting the necessary legal documents, setting up the entity, and defining the fund’s strategy and terms.
Investor onboarding
The process of investor onboarding includes collecting all necessary documentation from Limited Partners, and ensuring compliance with regulatory requirements before allowing them to invest in the fund.
AML/KYC
KYC is a due diligence process where fund managers verify the identity, financial status, and background of potential investors to prevent fraud and ensure compliance with anti-money laundering regulations.
Capital calls
Capital calls involve requesting the committed capital from investors as needed for investments and according to the provisions of the LPA, ensuring funds are available when required for transactions.
Deal signing
Deal signing is the process of finalizing investment agreements and legal documents for new investments in portfolio companies, ensuring all terms and conditions are aligned with the fund strategy and regulations.
Transfers & distributions
This includes managing the transfer of fund ownership stakes and distributing profits or returns to investors according to the agreed terms of the fund.
Bookkeeping & Accounting
Fund managers maintain accurate financial records, manage ledgers, track all transactions, and prepare financial statements to ensure the fund’s financial health and transparency.
LP Reporting
Limited Partner (LP) reporting involves detailed annual & quarterly performance reports, financial statements, and updates on investments to the fund’s investors.
Taxes
Fund managers ensure compliance with tax laws, prepare and file tax returns, and handle any tax-related issues for the fund and its investors.
Valuations
Valuations involve assessing the current fair market value (FMV) of the fund’s investments and assets, providing an accurate picture of the fund’s financial status and performance.
Legal & Regulatory
This entails adhering to all relevant laws and regulations governing investment funds, including securities laws, fiduciary duties, and other legal obligations to protect the interests of investors.
Compliance
Fund managers implement and monitor policies and procedures to ensure all activities within the fund adhere to internal guidelines and external regulations, preventing legal or regulatory breaches.
~ FAQs
Axiom is a one-stop-shop for fund managers, offering services such as fund formation, investor onboarding, AML/KYC compliance, capital calls, deal signing, bookkeeping and accounting, LP reporting, tax preparation, valuations, legal and regulatory compliance, and more. Our platform streamlines your operations so you can focus on making great investments.
Axiom is specifically designed for venture capital firms and other fund managers who want to simplify their operations, stay compliant with regulations, and deliver a superior experience to their investors.
Axiom combines advanced software and a team of experienced professionals to monitor, implement, and maintain compliance with all relevant regulations. From AML/KYC processes to tax filings and securities laws, we handle the details so you can operate with confidence.
We take care of the entire onboarding process, including collecting documentation, verifying compliance, and managing regulatory requirements. Our platform ensures a smooth and professional experience for your Limited Partners.
Yes, Axiom provides comprehensive tax services, including preparing and filing tax returns, ensuring compliance with applicable tax laws, and addressing any tax-related issues for both the fund and its investors.
Our LP reporting service provides detailed quarterly and annual performance updates, financial statements, and insights into the fund’s investments, ensuring transparency and trust with your investors.
Axiom performs accurate and thorough valuations of your fund’s investments, providing fair market value assessments to give you and your investors a clear picture of the fund’s performance and financial standing.
Capital calls are requests for committed capital from investors as needed for transactions. Axiom ensures this process aligns with your Limited Partnership Agreement (LPA) and that funds are available on time for your investments.
Absolutely. Axiom prioritizes data security and confidentiality, using robust encryption, secure servers, and compliance with data protection regulations to safeguard your information and that of your investors.
Getting started is simple! Contact us through our website to schedule a consultation. We’ll discuss your specific needs and demonstrate how Axiom can streamline your operations and enhance your fund’s success.
