🎓Venture University Masterclass - Thank You!
We’re really glad so many of you were able to join the Venture University Masterclass last week — it was great to have you there.
We’re always trying to create things that are actually useful — real insight, real access, and real connection — not just another event.
If you have any interest in attending a future session, including the Summer 2026 Masterclass, we will keep you in mind for that as well.
We’re also thinking through other ways to bring people together in a meaningful way.
One thing we’ve been hearing is that there may be interest in co-sponsored LP dinners in San Francisco and potentially other parts of the world. If that’s something you’d want to be part of, just let us know — we’d love to hear.
We will share more as things come together.
🚀 New Offering: Outsourced Investor Relations
We're exploring a new product and want to hear from you! Finally is collecting interest in an outsourced Investor Relations service designed to:
• Gather content and updates from your portfolio companies
• Curate bi-monthly to quarterly LP update newsletters on your behalf
If this is something that would add value to your firm, please fill out this Show your interest form — we'd love to learn more about your needs.
💼Tax Season Update: Our team Is Heads Down
A quick note on timing — our tax team is fully focused and working hard to get as many K-1s out as possible. All are on extension, so you're in good hands either way.
Due to the high volume and our team's dedication to doing things right, responses to specific timing inquiries may take a bit longer through April 15th. We appreciate your patience and understanding — this is a team giving everything they've got for you.
🗓️ Personal and Business Tax Season Support
Tax season can be busy, especially with everything else you’re managing across investments and day-to-day life.
Over time, we’ve had many managers ask if we can support more of their tax needs, and we’re always happy to — we’ve been a full-service tax team for both personal and business taxes.
That’s exactly why we built ClearlyTax — to make things feel simpler, more organized, and easier to navigate.
Our team works closely with individuals and businesses to handle tax returns, planning, bookkeeping, entity formation, and ITIN applications — all in one place.
If it would be helpful, feel free to reach out anytime at [email protected] or visit clearlytax.co to learn more.
Less stress, more clarity — that’s the ClearlyTax promise.
🌍 Expanding to Canada & Cayman Islands
We’re expanding into Canada and the Cayman Islands and ideally expect to launch both service lines near June 2026.
We’re doing this because investing is increasingly global. While U.S. entities are often a great choice, they’re not always the right fit depending on the investor base, structure, and strategy.
If this is of interest, we’ll share more as we get closer. Our goal is to offer a highly streamlined, fast, and efficient experience across both.
🎁 Referral Reminder
Fund launch season is here — know someone spinning up a fund or SPV? Refer them to Finally and get $125 off your next deal.
Please make an intro to [email protected]!