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Disclaimer:

The information contained herein is provided for informational and discussion purposes only and is not intended to be a recommendation for any investment, service, product, or other advice of any kind, and shall not constitute or imply an offer of any kind. Any investment opportunities and/or products or services shown here will only be completed pursuant to formal offering materials, a letter of intent, and/or any other agreements as determined by AngelList containing full details regarding risks, minimum investment, fees, and expenses of such transaction. The terms of any product, service, or particular investment opportunity, including size, costs, and other characteristics, are set forth in the applicable constituent documents for such product, service or particular investment opportunity and may differ materially from those presented in this presentation. Such terms are subject to change without notice. For more information on AngelList and its products and services, please see here.

Quotes included in these materials related to AngelList's services should not be construed in any way as an endorsement of AngelList's advice, analysis, or other service rendered to its clients.

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Roll Up Vehicle Cost Comparison

In addition to keeping a clean cap table, Roll Up Vehicles can present significant cost savings over the lifetime of the company. This calculator presents an estimate of savings from using a Roll Up Vehicle over direct investments.

Cost Comparison

This model calculates the lifetime cost difference between a Roll Up Vehicle and direct investments. You can edit key assumptions & variables below

Number of investors
Legal hourly rate
Years before exit
Additional rounds

Advanced Settings

Adjust the parameters for this calculation

Hours per investor for reach-out and correspondence
Hours per investor to draft documents & collect signatures
Cost per year for Cap Table Management per shareholder
Hours per cap table entry for proformas
Future Shareholder Consents
Select Scenario
Seed Round (SAFE/Notes)

FAQs

Everything you
need to know

Yes. The one time $8k RUV setup cost is all inclusive and covers the cost of all filings, banking fees, and electronic tax document delivery (K-1s) to the investors in the RUV for the lifetime of the fund. We will pass through the state filing fees.

For No-Fee RUVs, AngelList will only pass through state filing fees

For Eligible No-Fee RUVs: The company is sent an invoice for the pass-through state filing costs soon after the RUV is finalized.
For Custom RUVs: The setup cost is paid when the RUV is finalizing.

In either case, if the RUV is cancelled prior to it making an investment in the company, there is no cost for the company.

AngelList will manage the SPV's taxes and deliver K-1s to investors as appropriate. The costs for taxes are included in the setup fees for the lifetime of the SPV.

Yes, we often work with the corporate counsel for companies and can keep them in the loop.

RUVs are economically similar to investing directly if the company is covering the filing costs or setup fees. For tax purposes, the roll up vehicle is a pass-through entity so benefits such as QSBS should pass through.