venture360.co

What venture360.co does

Venture360 Inc. is a private Delaware corporation headquartered in Lee's Summit, Missouri, that operates a digital platform for forming and administering Special Purpose Vehicles (SPVs) and venture funds. The company serves independent venture syndicates, Registered Investment Advisors (RIAs), fund managers, and accredited investors, providing tools to pool capital for single-deal or fund-level investments in private companies. The platform supports the full SPV lifecycle from formation through investor onboarding, capital calls, distribution, and ongoing fund administration, and the company has supported more than 2,800 investments and 15,000+ investors with cumulative capital deployed exceeding $3 billion.

Venture360's product suite includes Traditional SPVs (priced $3,000-$10,000 one-time), RIA-advised SPVs, ongoing Fund Administration ($22,500/year for active funds, $12,500/year for inactive), an Investor Connections matching module, and LIQUIFI — a FINRA-registered broker-dealer subsidiary that supports secondary trading of SPV interests. The platform integrates K-1 generation, capital call automation, and audit-ready recordkeeping, and holds SOC 1 and SOC 2 Type II certifications. A partnership with Summit Management Services extends the offering into outsourced fund accounting and tax preparation.

The company monetizes via flat-fee, per-SPV formation charges plus recurring annual fund administration subscriptions. No external funding rounds have been disclosed, suggesting the company is bootstrapped or founder-funded. The disclosed leadership team is small — CEO Rachael Qualls, CTO LeBraun Premo, and roughly three additional executives — consistent with a lean operating model. Named customers in the input data include Prognosis-Innovation, Berton Law, and Tribeca Early Stage Partners, indicating a long-tail mix of small and mid-market managers rather than enterprise-scale anchor accounts.

Name

venture360.co

Legal name

Venture360 Inc.

Website

https://venture360.co

Company type

Private

Operating status

Operating

Short description

Venture360 Inc. is a private Delaware corporation operating a digital platform for forming and administering Special Purpose Vehicles (SPVs) and venture funds. It serves RIAs, syndicates, fund managers, and accredited investors with SOC 1/2 Type II-certified infrastructure and a FINRA-registered secondary trading subsidiary (LIQUIFI).

Ownership category

akta.pro rank

Headquarters

HQ city

Lees Summit

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Traditional SPV Formation and Administration: Flat-fee one-time pricing for SPV formation and first-year administration. Tiers include MicroSPV ($3,000), Standard SPV ($5,500), and Premiere SPV ($10,000). After Year 1, activity fees may apply for continued capital activity.
2. RIA-Advised SPV Services: Flat-fee pricing for RIA-advised SPV formation with Summit Management Services as the manager. Tiers range from $5,000 to $15,000 per SPV with 90/10 carry share structure.
3. Fund Administration: Annual subscription pricing for full fund administration at $22,500/year for active funds or $12,500/year for inactive/deployed funds. Includes K-1 preparation, financial statements, and ongoing administration.
4. Transaction and Service Add-ons: Additional fees for services such as investor re-papering, member transfers ($1,500), distributions ($1,000-$5,000), additional closes ($1,500), audit-ready financials ($6,500/year), and Form D/Blue Sky filings.
5. LIQUIFI Secondary Trading: Broker-facilitated secondary transactions for SPV interests through LIQUIFI, a FINRA-member broker-dealer subsidiary. Securities transactions are handled by Liquifi LLC, member FINRA/SIPC.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Venture360 provides an integrated SaaS platform for venture capital back-office operations, offering SPV formation and administration, RIA-advised SPV services, full-service fund administration, investor matching, and broker-facilitated secondary trading via its LIQUIFI subsidiary. The platform automates investor onboarding, capital calls, K-1 preparation, and LP reporting for fund managers, RIAs, syndicates, and accredited investors.

Product overview

Venture360 is a unified operating system for modern venture capital, combining a SaaS platform with full-service administration. The core product portfolio includes Traditional SPVs and RIA SPVs for entity formation and compliance, Fund Administration for ongoing back-office management, Investor Connections for LP-deal matching, and LIQUIFI for broker-facilitated secondary trading. The platform is offered through tiered pricing structures (MicroSPV, Standard SPV, Premiere SPV for SPVs; Full Fund Administration and Inactive Funds for fund management), all built on a Master Series LLC or LP/GP/Management Company structure. LIQUIFI operates as a FINRA-registered broker-dealer subsidiary, enabling secondary liquidity while keeping underlying cap tables untouched. The platform handles the full investment lifecycle from SPV formation through capital calls, K-1 tax documentation, LP reporting, and eventual secondary transfers or exits.

Differentiator

Problem solved

Functional benefit

Products and services

• Traditional SPVs SPV formation, compliance, and administration services for traditional syndicates and deal sponsors. Supports entity setup, investor onboarding, capital call management, K-1 preparation, and digital deal rooms using a Master Series LLC structure.
• RIA SPVs RIA-advised SPV formation and management for Registered Investment Advisors. Provides compliant structures with advisor workflows, regulatory oversight, and fiduciary protection for investors, designed to avoid custody triggers.
• Fund Administration Full-service fund administration and back office for venture fund managers and GPs. Includes LP/GP/Management Company structure, K-1 preparation and distribution, quarterly LP reports, real-time portfolio visibility, annual financial statements, and audit support.
• Investor Connections Platform connecting accredited investors with fund managers and syndicates based on investment goals and criteria. Matches investors with vetted deals across the Venture360 network through a curated introduction process.
• LIQUIFI Secondary Trading Broker-facilitated secondary liquidity platform for private investments, built exclusively on Venture360. Enables controlled transfer of SPV interests through a FINRA-registered broker-dealer, with transactions occurring at the SPV level without touching the underlying company cap table.
• Form D / Blue Sky Filing Services SEC Form D and state Blue Sky filing services for private placements under Regulation D exemptions, supporting filings in all 50 states with state fees passed through at cost.

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Two partnerships are on record, tiered core.

• Summit Management ServicescoreImplementation/ SI/ Consulting PartnerSummit Management Services provides fund accounting and tax services as a partner to Venture360. Referenced in footer as a linked partner for fund administration services. Available for RIA-advised SPV structures where Summit serves as the manager.
• LIQUIFI LLCcoreOthersLIQUIFI is Venture360's wholly-owned subsidiary and FINRA-member broker-dealer that provides broker-facilitated secondary trading services for SPV interests. Securities transactions are handled through Liquifi LLC, member FINRA/SIPC.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Altvia: Altvia provides investor relationship management and fund administration software for private equity, venture, and hedge fund managers. It overlaps with Venture360's Fund Administration product on LP reporting, capital calls, and investor portal functionality.
• Carta: Carta provides cap table management, fund administration, and SPV services through its Carta Fund Services offering. It is the largest private market infrastructure platform and competes directly with Venture360 across SPV formation, fund administration, and LP management.
• AngelList: AngelList operates Roll / Allocate for SPV formation and fund management, directly competing with Venture360's Traditional SPV and Fund Administration offerings. Both target syndicates, emerging fund managers, and RIAs with similar compliance, onboarding, and capital call functionality.
• Sydecar: Sydecar provides SPV formation and management for syndicates and emerging managers, with similar tiered pricing, investor onboarding, and capital call features. It directly competes with Venture360's Traditional SPV and RIA SPV products.
• Juniper Square: Juniper Square provides fund administration, investor reporting, and LP management software for private fund managers. It competes with Venture360's Fund Administration product for venture and private equity fund managers requiring LP/GP infrastructure.
• Assure (now part of iCapital): Assure provides SPV and fund administration services for emerging managers, with comparable flat-fee pricing and compliance infrastructure. Acquired by iCapital in 2024, it competes directly with Venture360 in the emerging manager segment.

Emerging players

• Forge Global: Forge operates a secondary trading platform for private company shares, competing with Liquifi's secondary trading offering for private investment interests. It focuses on unicorn liquidity but addresses the same LP demand for private market exit pathways.
• Rainmaker Partners: Rainmaker is an emerging SPV and fund administration platform targeting emerging managers and family offices. It competes with Venture360's entry-level SPV and fund administration tiers with similar flat-fee pricing structures.

Broad incumbents

• iCapital: iCapital is a large private markets platform serving RIAs, family offices, and wealth managers with fund products, SPVs, and feeder structures. Following the Assure acquisition, it directly competes with Venture360 in the RIA-advised SPV and fund administration space, with substantially greater scale and capital.
• Addepar: Addepar provides portfolio management, reporting, and data aggregation for wealth managers and family offices with private market exposure. It serves a similar RIA/customer base as Venture360 but at a broader portfolio level rather than the SPV/fund formation level.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/theventure360
• LinkedInlinkedin.com/company/venture360
• Instagraminstagram.com/theventure360

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about venture360.co