Form The Entity
Streamlined SPV and fund entity formation, with the operating agreement, subscription documents and offering memorandum prepared alongside it.
SPV Administration →Harmonious Capital Administration
Your Funds On Easy Mode
Move at the speed of the deal. We form the entity, run compliant investor onboarding and administer the fund, so the difference between closing an opportunity and missing it is never paperwork.
- Rapid entity formation
- Streamlined onboarding & compliance
- Investor-ready from day one
One Platform From Formation To Final Close
Sponsors, fund managers and their investors work in the same place, on the same record, with every action timestamped.
Onboard The Investors
Identity verification, AML screening, accreditation under Rule 506(b) or 506(c), document e-signature and investor funding workflows - in one guided flow.
See the platform →Administer The Fund
Capital accounts and statements, wire instructions, closes, Form D and Blue Sky filings and tax, with every deadline tracked.
Fund administration →Our services
Included With Every Fund
Capital account tracking
Every investor's contributions, allocations and balance, kept current.
Capital account statements
Statements for each investor, ready to share.
Wire-instruction management
Verified fund wire and ACH instructions, with every change approved and logged.
Deadline tracking
Form D, Blue Sky, franchise fees and tax dates on one regulatory calendar.
Investor Onboarding
Included with every SPV. An add-on for other funds.
- KYC and KYB
- AML and sanctions screening
- Beneficial owner screening
- W-9 / W-8 collection
- Investor records
- Investor inquiries
Tax
One tax offering for the fund.
- Federal partnership return
- State partnership returns
- Schedule K-1 coordination
- Form 1042-S coordination
Every fund, one page
Everything About Your Fund In One Place
Each fund opens on what is waiting on you, with a tab for each part of running it. Share your investor link, track commitments and request a close in a few clicks.
- To dos
- Fund Details
- Team
- Investors
- Documents
- Banking
- Taxes
- Assets
- Closes
- Regulatory
Harmonious CapTable
Know Exactly Who Owns Your Company
Control how your private shares move. Verify ownership, document exposure and maintain the record. Already on Carta or Pulley? Your history comes with you - export the file, we recognise the format, and you approve every row before it is recorded.
The investor journey
Six Steps, One Guided Flow
- 01
Identity
Legal name, address, tax ID and government identification, verified.
- 02
Screening
Source of funds and wealth, PEP and sanctions declarations.
- 03
Accreditation
506(b) self-certification or 506(c) third-party evidence.
- 04
Documents
Review the offering materials and sign them in the browser.
- 05
Funding
Investors fund against the fund's own instructions; receipt is matched and reconciled.
- 06
Ownership
Shares, ownership percentage and portfolio value, live in the portal.
Built On Trust, Integrity And A Complete Record
Our mission is to foster financial prosperity and harmony for our clients: optimising their resources, protecting their assets and helping them reach long-term goals through a seamless, secure experience.
More about HarmoniousEncrypted document vault
Offering materials and signed copies stored privately and filed automatically.
Access by invitation
Investors see only the funds and documents they were granted.
Every action recorded
Views, signatures, wires and approvals carry a timestamp and an owner.
Live capital picture
Committed, in-transit and received capital update as money moves.
Ready To Move At The Speed Of The Deal?
Create your account, or sign in to pick up where you left off.