Sacra Logo

How does Vested help RIAs navigate the additional tax and reporting requirements associated with private equity investments?

Dave Thornton

co-founder of Vested

I imagine for the most part that the names you just mentioned will be partners on this journey of expanding access to the asset class. They're figuring out the feeder fund structure that'll allow us to get quickly and easily and in a trustworthy way in front of a bunch of RIAs—at least the RIAs that are on the platform and know what to look for. I think the answer, generally, is to be on the custodians and have a track record. Getting on the custodians is something we're going to be doing imminently. Generating the track record that will allow us to pop up multiple funds on the custodians and, eventually, on aggregator sites like iCapital.

Find this answer in Dave Thornton, co-founder of Vested, on unlocking startup employee equity
lightningbolt_icon Unlocked Report