Andersen specializes in independent, objective, and practical planning advice for venture capital funds general partners, and portfolio companies. Venture capital firms face unique opportunities from a tax perspective. Whether the fund focuses on seed investments or later stage investing, domestically or abroad, the complexity created by the ever-changing and increasingly complex tax laws provides venture fund managers with opportunities to invest in start-ups in a highly tax-efficient manner.

Our professionals have extensive experience assisting venture capital funds and their partners and are fluent in multiple aspects of venture investing. Our comprehensive, practical approach focuses on the funds, their investments, and investors, as well as their general partners, assisting them in planning for and making decisions that will help them achieve their goals on a tax-efficient basis. 

Our experience with advising venture fund managers and general partners allows us to consider the consequences of the fund, general partner vehicle, management company vehicle, and advise on the overall tax consequences.

Andersen advises venture capital funds of all sizes and ages, whether you’re launching fund I or fund XV.  While not exclusive, the following represents some of the expertise we bring to our venture capital clients:

• Launching a fund and management company
• Review of legal agreement’s tax allocation provisions
• Warehoused investments
• Strategies for carried interest ownership including analysis of prospective legislation
• Qualified small business stock (QSBS) considerations
• Simple Agreement for Future Equity (SAFE) considerations
• International investments and investors, including foreign disclosure and withholding requirements
• Portfolio company structuring
• Planning for cash and stock distributions and exits

Andersen's breadth of knowledge in individual, corporate, and partnership tax law makes us uniquely suited to assist venture capital funds to maximize tax efficiencies throughout their structure. Our clients benefit from these many disciplines found throughout the Andersen global organization.