Menu

What Forms Should I Expect Come Tax Time?

Written by

Alumni Ventures

Published on

Read

1 min

Ready to start investing? Hilary Ncala, Vice President of Investor Engagement at Alumni Ventures, explains what tax forms to expect when you participate in venture investing.

See video policy below.

What forms should I expect come tax time? from Alumni Ventures on Vimeo.

Our Total Access Fund (TAF) is our most diversified fund and is available to accredited investors seeking to add venture to their investment portfolio. The fund is diversified by stage, sector, geography, and lead investor and is available in quarterly or annual vintages. (~20% of capital is held for follow-on investments.)

  • Single Quarter Vintage: ~50-75 investments deployed over 3 months, $25K minimum.
  • Annual Vintage: ~200-300 investments deployed over 12 months, $100K minimum.

To learn more, click below to review fund materials or book a call with a Senior Partner.

Written by

Alumni Ventures

Alumni Ventures is a network-powered VC firm that helps accredited individuals invest in venture capital.

LinkedIn
Twitter
Facebook
Tagged with

Follow us

AVG Headquarters
670 N. Commercial Street
Suite 403
Manchester, NH 03101
General inquiries: info@av.vc

Press inquiries: press@av.vc

603-206-5508

Follow us

Neither Alumni Ventures Group nor any of its funds are sponsored by, affiliated with, or otherwise endorsed by any university. For further details see our Legal & Privacy Policy.

Video Policy: By consuming this content I acknowledge that I may be considering an investment with AV funds for my own or my client’s account. I agree that information contained herein may not be relied upon or used for any other purpose. Offers to purchase securities are only made through formal offering documents, which describe risks (which are significant), terms, and other important information that must be considered before an investment decision is made.

Testimonial Policy: Testimonials were provided by the participants without compensation, but each participant has a relationship with Alumni Ventures (AV) from which they benefit. All views expressed are the individual’s own and do not represent the experience of all AV fund investors or companies in which AV funds invest.

Investor Updates: Private investor portals and dashboards are updated once per quarter.

Alumni Ventures is America’s largest venture firm for individuals by combination of number of investors, investments and capital raised.

(1) Internal Rate of Return (IRR) for AV Funds is net of management fees and incentive allocations applied to amounts distributed to investors, and gross of incentive allocations applicable to unrealized gains on investments held by AV Funds. IRR for AV Funds includes uninvested cash, unrealized investments, and amounts distributed to investors. The IRR shown for the Russell 2000 indices are gross of fees because indices are not managed investments, and it is not possible to invest directly in an index. For additional information see av-funds.com/disclosures. All investment involves risk, including risk of loss. Past performance is not necessarily indicative of future results. For more information on AV Funds’ investment returns, please see here.

© 2024, Alumni Ventures Group. All rights reserved.