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Venture Deals

Warehousing Investments from Limited Company + Warehousing Future Syndicated Deals

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Jun 28, 2023
I've read that one can transfer/warehouse angel investments but not SPVs.

I made some angel investments directly from my personal account and also from a limited company that I have, any concerns about transfering them from my company?

I got a few deals that I am looking into and got some angels who join me on SPV and give me carry. Should I do my investment directly so I can warehouse it and do the SPV for the other angels?
#warehousing
1 answer
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Haw Kuo
Accepted Answer
Jun 28, 2023
Generally speaking, transferring a warehoused investment from an entity/company is fine so long as it is wholly owned by the investor. 

Warehoused investments intended to be transferred to a fund should be invested into directly by the fund manager. If there are other angel investors investing into the same company/opportunity, they can invest via an SPV if they choose.
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