Family offices co-investing alongside funds or directly
SPVs for family offices
Institutional-grade SPVs for family offices that want clean co-investment structure without standing up internal ops.
The problem
Family offices co-investing on private deals usually don't want to invest in their own name (privacy, governance) but also can't justify building back-office fund operations for occasional direct deals.
How RocketBook handles it
Use a Delaware SPV as the holding vehicle, with custom voting structures, named manager entities, and institutional reporting. RocketBook supplies the platform; licensed fund administration partners supply the back office.
Workflow
- 1
Set up a named manager LLC
The SPV manager is a separate LLC under your control, preserving the family office's privacy from the issuer.
- 2
Choose your voting structure
Sponsor-led, pro-rata, or one vote per LP — encoded in the operating agreement and visible in the investor portal.
- 3
Onboard the co-investor pool
Other family offices, friends-and-family, or external LPs onboard through the standard subscription and KYC flow.
- 4
Institutional reporting on autopilot
Quarterly reports, capital account statements, and K-1s land in the LP portal on a defined cadence.
What you get
- Custom voting structures encoded in the operating agreement
- Named manager entities for privacy
- Institutional reporting cadence
- Cayman feeder available for international co-investors
Frequently asked questions
Can the SPV invest alongside a fund we already work with?
Yes. SPVs commonly co-invest alongside venture or PE funds. RocketBook coordinates with the lead fund's counsel on side-letters and information rights where needed.
Related glossary terms
Ready to talk through your SPV?
Book a demo and we'll walk you through how RocketBook fits your deal flow.