Meet a Top Emerging Manager: Team Ignite Ventures
RSVP on May 1st
1

Is there a best practice when moving a personal angel investment to a warehoused deal

I have an angel investment that I have had for several years that is performing well.  I would like to promote this as a warehoused deal to prospective LPs.  What are the best practices to move this into the fund and can its book value be used towards a GP commit?
1 See in Base
0
Best practices for moving a personal angel investment to a warehoused deal include: 1. **Transfer at Cost**: Transfer the investment to the fund at the original cost to avoid personal tax consequences. 2. **Secure Approval**: Obtain consent from the company to change the ownership. 3. **Consistent Rules**: Set clear and consistent rules for transferring warehoused deals. 4. **Disclosure**: Fully disclose the warehoused investment to LPs before closing. Yes, its book value can be used towards a GP commit.

Join the Leaders of Venture 2.0

Our graduates are creating disruptive capital with exceptional expertise, ethical investing practices, and exceptional returns. Whether you're launching your first fund or scaling an established firm, VC Lab provides the tools, network, and support needed to succeed in today's venture landscape.

Apply Now