Asset Manager

Updated:

SimpleFund

SimpleFund is a fundraising technology platform based in Williamsville, New York. It enables users to raise money for their school and nonprofit through...

SimpleFund

SimpleFund is a fundraising technology platform based in Williamsville, New York. It enables users to raise money for their school and nonprofit through various activities, including reading articles, installing mobile applications, watching videos, and taking surveys.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Palo Alto

Corporate office

Palo Alto, CA, United States

Frequently asked questions

How does SimpleFund provide access to institutional private equity funds?

SimpleFund aggregates capital from multiple accredited investors into a single participating entity, creating a pooled commitment that meets the high minimum subscriptions required by institutional fund managers. This aggregated scale allows the firm to negotiate share classes with lower management fees and carried interest, passing the economic benefits of a large institutional commitment to individual participants. The structure effectively replicates the access model of a fund-of-funds without layering a second set of performance fees on top of the underlying funds.

Does SimpleFund invest directly in companies or only through fund commitments?

SimpleFund operates as a fund-of-funds platform, investing exclusively through third-party fund commitments. It does not make direct venture or buyout investments in private companies, nor does it offer co-investment opportunities alongside its fund managers. The firm selects and monitors underlying venture capital, growth equity, and private equity funds, constructing diversified portfolios on behalf of its investors.

What types of investors does SimpleFund serve?

SimpleFund serves accredited investors and qualified purchasers who typically lack the scale to access top-tier private funds independently. Its investor base includes technology professionals, entrepreneurs, and other high-net-worth individuals who seek institutional-grade portfolio construction but fall below the capital thresholds set by major venture and private equity firms. The platform is not designed for institutional allocators like endowments or pension funds, which can access these managers directly.

How does SimpleFund's fee model compare to traditional access platforms?

SimpleFund's economics are built on the fee differential between institutional and retail share classes, not on layering an advisory or placement fee on top of standard fund terms. By aggregating investor capital, the firm secures institutional fee schedules and shares the resulting savings with participants. This model is distinct from traditional wealth management, where a financial advisor charges a percentage-of-assets fee on top of the underlying fund's expense structure.

What reporting and transparency does SimpleFund provide to its underlying investors?

Investors receive institutional-style reporting including quarterly capital account statements, annual K-1 tax packages, and ongoing updates on the underlying fund portfolio's performance. The digital platform provides a dashboard for monitoring commitments, capital calls, distributions, and net asset values across all invested funds. This reporting standard is designed to match the transparency that endowments and pension funds receive from their general partners.

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