SPV & Fund Administration

Institutional-grade fund services for private market investments

Tidal Advisory provides end-to-end SPV structuring, LP management, and fund administration for emerging managers and venture sponsors.

Our Services

SPV Structuring

Formation and administration of special purpose vehicles across multiple deal structures and asset classes.

LP Management

Onboarding, KYC/AML coordination, subscription document processing, and investor communications.

Capital Calls

Staged capital call notices, ACH processing, and payment reconciliation with full audit trail.

Investor Reporting

Quarterly updates, K-1 coordination, and on-demand portfolio reporting through a secure investor portal.

Compliance Support

Accredited investor verification, documentation management, and regulatory filing coordination.

Co-Investment Services

Structuring and administration of co-investment SPVs alongside primary fund vehicles.

Tidal Advisory is an affiliate of Cobalt Capital, a Santa Monica-based investment firm. We bring institutional infrastructure to emerging managers, family offices, and venture sponsors who need reliable back-office operations without the overhead of a full fund administration team.

Our technology-forward approach combines a purpose-built investor portal with hands-on service from experienced professionals who understand the nuances of private market transactions.

$1B+
Assets serviced
Multi-
vehicle
SPV structures supported
End-
to-end
Full lifecycle support
Secure
Purpose-built investor portal

Existing investors

Access your portfolio, documents, and capital call history through the Tidal investor portal.

Go to Investor Portal