Referral program

Referral program

As  a securities law practitioner, you are the crucial lead professional of the fund formation. To our firm, you are essential to a healthy launch and overall successful investment fund; an important partnership and relationship.
As a friend and colleague in the industry, we now offer a referral incentive in the form of a $5,000 coupon that can be used specifically for legal fund formation expenses. We offer use of this coupon through our preferred partners. 


The coupon can be activated once the new fund client has paid for their second month of fund administration services. Once activated, Gingras Global will pay $5,000 of the legal formation fees directly to your firm to be applied to any of the fund formation invoices. 


To become a preferred partner, please fill out the contact information below and we will reach out to you to set up a time with our founders. 

innovative impact fund administrator.

Gingras Global is the industry leading Fund Administrator for Regulation D Funds. We have innovative tools and a 10+ year track record of supporting our clients be able to raise funds and make a difference in their communities.

With a wide variety of services and an encouraging and hardworking atmosphere, Gingras Global differs from other Fund Admins.

Scroll down to view our services.

we’re prepared to support you with our

innovative tools and years of expertise.

Our Services

  • Capital Raise Support

    Unlimited discussions with LP tax/legal on account titling and tax-related questions

    LP Concierge Registration Process

    Electronic signature with Docusign

    Invoicing on Initial Commitment

    Welcome Packet with Commitment details

    Online portal customization for each LP's comfort level

    Services Ongoing

    Individual Activity Reporting/Commitment Reports

    Individual Valuation Reporting

    Online mobile-responsive portal

    Admin team to process all life changes such as address changes, marriages, trusts, separations, registrations, etc.

    Support to resend reports, interim individual reports as needed

    Tax season support with their financial professionals

    Invoicing on capital calls and intake support, hard copy avail upon request

    Distribution processing and tracking

    K1 distribution when received from CPA firm, posted on portal

    Tax forms distributed both digital and mailed hard copy

  • Capital and management call schedules and invoicing; calculations

    Commitment tracking

    Tracking by ownership

    Tracking for overpayments, credits by LPs

    All bill payment with manager approvals

    All fund deposits

    Capital call oversight and push to clear receivables

    Monthly reconciles of all bank and brokerage accounts - 8 included per fund per month

    Initiation and wires tracking

    Bank fee management

    Waterfall schedules tracking

    Reconciliation of legal and tax billing for transaction allocations

    Monthly fund statements for management - select options from package

    Book and Tax allocations

  • Transaction Checklist

    Signatures/Countersignatures

    Security Maturity Date Tracking

    Welcome Packet for PC CEO/Mgmt team

    Impact Tracking training

    Impact Quarterly Report Intake

    Mapping, as needed

    Manual Valuation updates

    Interest Allocations & Debt allocations

    Custodial transfers

    Loan payment schedule tracking

  • Annual mapping of impact to stated initiatives

    Quarterly update consolidation from portfolio companies

  • Weekly 30-60 min attendance at manager meeting

    Review of internal documents for management

    Relaying of investor communications to management

    Banking communications, as needed

    Portfolio company scheduling, as needed

  • Oversight of signatures and documents during capital raise process

    Sending updates on registrations by state to legal for state filings

    Periodic review of materials with legal counsel

    Annual meeting with legal counsel on compliance law changes, etc.

    Coordinating with all annual state filings

    Licensure tracking, as needed

    KYC/AML & Accreditation Verification

    Unlimited tax and legal conversations with hired counsel

  • Gingras Global is prohibited from engaging in solicitation or marketing and promotion

    Gingras Global cannot provide tax or legal counsel

Contact

develop@gingrasglobal.com
248.845.2032

Mailing Address
3906 Baldwin Rd, #210423
Auburn Hills, MI 48321

Detroit Impact Location
2470 Collingwood, Suite #321
Detroit, MI 48206

Florida Office
2031 Jackson St.
Fort Myers, FL 33901