Co-investors in Switzerland are using investment syndicates (also called investment clubs) to pool their funds in a simple partnership and access venture deals, real estate investments, and angel investments in startups with small ticket sizes.
Whether you are an angel investor or VC looking to pool funds, a start-up that wishes to pool small investors in its cap table, or a syndicate platform provider that dedicates know-how to connect investors, founders, and companies, LEXR is your legal partner. We ensure a fast, tax-optimized, and compliant setup of your investment syndicate under Swiss law.
5-10 business days.
Flat fee CHF 3’500 (excl. VAT).
Our package covers the following:
Kick-off call to define key parameters and discuss the Swiss regulatory and tax set-up.
Drafting of personalized investment syndicate agreement for your simple partnership.
Legal expert session with our legal and tax experts and your stakeholders to address any open points and fine-tune the setup.
We offer additional add-ons:
Support in deal negotiation with the investment target
Set up of subsequent series of investment syndicates.
Complete corporate and regulatory set-up of syndicate platforms or VC structures.
Additional tax advice for syndicate partners.
An Investment Syndicate (also called an investment club) is the legal structure that allows angels, co-investors, and VCs to pool their money, expertise, and connections to make a joint investment in a variety of asset classes, including private equity, start-up investments, real estate, and crypto.
Investment syndicates are commonly set up as simple partnerships with a syndicate agreement laying out the rights and obligations of the co-investors. The ‘lead investor’ is typically responsible for sourcing and negotiating the deal as well as administrating the ongoing investment. The other co-investors contribute cash, potentially along with additional network connections and specific expertise.
Yes. For regulatory reasons, the maximum number of co-investors / partners is capped at 20.
Investment syndicates are tax-transparent structures, this means that the simple partnership itself is not taxed. Taxation occurs on the level of the partners themselves and the same taxation applies as if the partner were holding the assets directly. A joint re-claim of withholding tax by the lead partner can be possible in arrangement with the tax authorities.
We’re a growing team of 25+ legal professionals. Some of our experts include:
Marius’ specialty is corporate and commercial law. He works with a variety of VC transactions (particularly convertible loans and equity financing), secondaries, corporate law, employee participation, and corporate governance.
Marius Bättig, Senior Legal Counsel
Florian advises clients in the fields of Blockchain, DLT, Digital Assets, and FinTech, predominantly focusing his practice on financial market regulation and corporate law matters. He also lectures on legal and compliance issues related to Digital Assets, DLT, and DeFi.
Florian Prantl. Senior Legal Counsel
Michele is focused on corporate and commercial law and has a strong background in M&A transactions. At LEXR he advises Swiss and international founders, start-ups, and investors – from incorporation to the first investment rounds, risk financing, complex business transactions, and exits.
Michele Vitali, Head of Startup Financing &Venture Capital, Legal Expert
Elie is the Head of Mergers and Acquisitions at LEXR. He is focused on advising Swiss and international founders, start-ups, companies of diverse sizes, and investors in all types of M&A transactions, including namely sales, purchases, mergers, demergers, carve-outs, management buy-outs, joint ventures, and many others.
Elie Bourdilloud, Head of M&A and Legal Expert
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