What Forms Should I Expect Come Tax Time?

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Alumni Ventures

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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.

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.