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Investment Syndicate

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Investment pooling made easy

Co-investors in Switzerland are using investment syndicates (also called investment clubs) to pool their funds in a simple partnership and access venture deals, real estate investments, and angel investments in startups with small ticket sizes.

Whether you are an angel investor or VC looking to pool funds, a start-up that wishes to pool small investors in its cap table, or a syndicate platform provider that dedicates know-how to connect investors, founders, and companies, LEXR is your legal partner. We ensure a fast, tax-optimized, and compliant setup of your investment syndicate under Swiss law.

Investment Syndicate Flat Fee Package

Who is it for
  • Co-Investors, Angels & VCs: Are you looking to pool your funds and resources with other angel investors or VCs to invest in start-ups, real estate, or even crypto? Our package provides you with the legal structure and know-how to set up your syndicate fast, cost-effective, and legally compliant.
  • Start-ups: Are you raising funds from many small investors and want to make sure your cap table remains lean? Provide the investors with a lean structure to co-invest as a syndicate or investment club for easier investor management.
  • Syndicate Platforms: Your business is connecting investors with exceptional founders, startups and established companies alike? You will get expert legal advice along with a best-in-class syndicate agreement tailored to your needs. Additionally, we can help you with the complete corporate and financial market regulatory setup of your platform.
Timing

5-10 business days.

Pricing

Flat fee CHF 3’500 (excl. VAT).

Scope

Our package covers the following:

Kick-off call to define key parameters and discuss the Swiss regulatory and tax set-up.

Drafting of personalized investment syndicate agreement for your simple partnership.

Legal expert session with our legal and tax experts and your stakeholders to address any open points and fine-tune the setup.

Add-ons

We offer additional add-ons:

Support in deal negotiation with the investment target

Set up of subsequent series of investment syndicates.

Complete corporate and regulatory set-up of syndicate platforms or VC structures.

Additional tax advice for syndicate partners.

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Four steps to your Investment Syndicate

Four comprehensive steps for the set-up of your investment club

  1. 1
    Kick-off call

    In a first kick-off call, we introduce you to the structure of the syndicate agreement as well as regulatory and tax topics to be addressed. We will define the key variables for your agreement as well as the corporate and regulatory structure of your syndicate, depending on your individual needs and goals.

  2. 2
    Set-up of the syndicate

    We draft your personalized syndicate agreement tailored to the needs of the co-investors.

  3. 3
    Legal expert session

    In an expert session, our corporate, tax, and regulatory experts review the syndicate agreement and answer all open questions from you and your stakeholders.

  4. 4
    Finalizing of the syndicate

    We implement any changes discussed in the expert session and deliver the final documents. We answer any remaining questions before wrapping up the package.

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Investment Syndicate FAQ

About us

We’re a growing team of 30+ legal professionals. Some of our experts include:

  • 1

    Michele is focused on corporate and commercial law and has a strong background in M&A transactions. At LEXR he advises Swiss and international founders, start-ups, and investors – from incorporation to the first investment rounds, risk financing, complex business transactions, and exits. 

    Michele Vitali, Head of Startup Financing & Venture Capital, Legal Expert 

  • 2

    Jana uses her expertise in corporate and commercial law to assist founders and investors with incorporation, financing, and exit strategies. Her experience as a startup founder prior to joining LEXR uniquely positions her to understand and effectively address clients’ challenges. 

    Jana Huwyler, Legal Counsel 

  • 3

    Flurin assists companies in regulatory and corporate matters, focusing on issues in Blockchain, DLT, Digital Assets, and FinTech. He particularly supports businesses in tokenizing their shares. 

    Flurin Albonico, Junior Legal Counsel 

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