Turnkey employee co-investment programs tailored to your needs
Contact us for more infoWe create a Cayman partnership for your firm and use share classes to facilitate investor ownership in a particular opportunity.
The cayman partnership does not have a defined term; it continues to exist as long as the co-investment program is running.
This structure supports investment from employees globally (based on eligibility). We also support making investments in funds domiciled in multiple regions.
The share classes support open-end and closed-end funds (including redemption periods for open-end funds) and multiple capital call schedules. Sidecar can easily add new share classes as new opportunities are made available to employees.
Sidecar’s Onboarding solution handles the entire investor experience from indication of interest to deal close. The solution is built with a cutting edge no code interface so anybody on your team can design a fund application process in minutes. The investor experience is straightforward and completely digital. No more coordinating paperwork and chasing wet signatures!
Our Investor Dashboard is accessed via company single sign-on, making it completely seamless for your employees to view all the key metrics related to their current investments, download and view statements & tax documents, or take action on capital call notices.
Soon, we will be adding employee carry management and also Sidecar Secondary- a place where investors will be able to buy & sell eligible investments.
What good is a turnkey employee co-investment solution without analytics?
With the Sidecar solution, firm executives will be able to monitor the co-investment program at a macro level or drill down into individual fund participation metrics.
You will be able to set goals for employee fundraising at a fund level and measure that against actual commitments as they come in.