Consolidate SPVs into
one vehicle

A Roll Up Vehicle (RUV) consolidates multiple SPVs or individual investments into a single legal entity. This simplifies cap table management, reduces administrative burden, and provides LPs with unified reporting including a single K-1 statement instead of multiple separate ones.

Consider a RUV when you have multiple SPVs investing in the same company, when your cap table is becoming unwieldy, or when you want to transition from deal-by-deal investing to a fund structure. RUVs are also ideal for consolidating a portfolio before raising a formal fund.

The typical consolidation process takes 4–6 weeks, depending on the number of SPVs being rolled up, LP consent requirements, and the complexity of the underlying investments. Our team manages the entire process end-to-end, from legal documentation to LP communications.

LPs benefit from simplified reporting (one K-1 instead of many), a cleaner investment portfolio, reduced administrative paperwork, and often lower overall fees. The consolidated vehicle also provides better visibility into the overall portfolio performance.