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Clear pricing for every vehicle
Three ways to raise: for your company, through a club deal, or via a fund. Each format has its own pricing, with no hidden costs.
You finance your company's activity: startup, buyout or SME growth. Investors come directly into your equity or lend to you: no intermediary vehicle to create.
Direct financing
Fundraising for your company
Startup, buyout or SME development. The money goes straight to your company.
€5,000 excl. VAT setup
+ €5,000 excl. VAT/yr platform
YEAR 1 TOTAL: €10,000 EXCL. VAT
InstrumentsEquityBonds
Convertible bondsAvailable
Investor ticketOpen
InvestorsPrivate & professional
Setup time1 week
- Complete contractual documentation (bylaws, issuance agreements)
- Investor onboarding, KYC / AML
- White-label subscription and tracking platform
- Legal, accounting and investor reporting
- Distributions and repayments managed on the platform
Good to know
Why this format is the simplest
Financing a company's activity falls under ordinary company law.
Fundraising capNone
Number of investorsUnlimited*
Retail accessDIS option available
With equity, your investors become shareholders (dividends, capital gain on exit). With bonds, they are creditors (periodic interest, principal repaid at maturity), and the interest paid is deductible for your company. The two can be combined, including as convertible bonds.
*Public communication of the offer may require an information document (DIS), see the option below.
Your investors co-invest in a specific asset, identified before they subscribe: real estate, company shares, crypto, equipment, listed shares, commodities, all asset types are eligible. Each one chooses which deals to take part in: management stays non-discretionary.
One to several deals
Club Deal Mono
One to several deals a year, each voted on individually (deal by deal).
€5,000 excl. VAT setup
+ €5,000 excl. VAT/yr platform
YEAR 1 TOTAL: €10,000 EXCL. VAT
InstrumentsEquityDebt
DistributionPrivate placement
Investors≤ 149 addressable people
TicketOpen
Extended circleTicket ≥ €100k
RetailDIS option
Setup time1 week
- Vehicle setup and legal documentation
- Investor onboarding, compliance & AML
- Accounting, legal and tax
- Capital calls and distributions
- Vehicle bank account setup
- Investor reporting
- Dedicated escrow account, opened by Overlord for the vehicle
Several deals
Club Deal Multi
Several successive deals at a high pace over the year, or different assets combined in a single investment pocket.
€16,000 excl. VAT setup
+ €4,000 excl. VAT/yr management + €5,000 excl. VAT/yr platform
YEAR 1 TOTAL: €25,000 EXCL. VAT · THEREAFTER: €9,000 EXCL. VAT/YR
InstrumentsEquityDebt
Series per assetRing-fenced, dedicated waterfall
DistributionPrivate or retail
RetailDIS across all offers
TicketOpen, from a few € with DIS
Investor voteDeal by deal
Setup time1 week
- Everything in the Mono format
- Successive issuances without recreating the vehicle
- Consolidated multi-deal reporting
- ≈ 60% recurring saving vs several separate vehicles
- Dedicated escrow account, opened by Overlord for the vehicle
Multi-jurisdiction
Club Deal International
Investors spread across several countries, assets legally ring-fenced.
From €16,000 excl. VAT
Luxembourg · UK · Delaware · Asia · Africa, depending on your needs
CASE-BY-CASE QUALIFICATION
InstrumentsUnitsDebt
Ring-fencingWatertight compartments
DistributionInternational private placement
InvestorsMulti-residency EU & non-EU
EU retailPer-country option
Setup time6–8 weeks
- Jurisdiction arbitrage based on your investors' residency
- Genuine legal isolation between assets
- International account and flows managed
- US investors: separate dedicated structuring
- Investor reporting
- Dedicated escrow account, opened by Overlord for the vehicle
* Bank fees of 0.2% (up to 0.5% on currency exchange) may be charged on transferred amounts, billed by the bank, excluding Overlord fees.
Mono, multi or international: how to choose
The Mono format covers one to several deals a year, each voted on individually (deal by deal). The Multi format targets several deals at a high pace over the year, or different assets combined in a single investment pocket. The International format spreads investors across several countries, with assets legally ring-fenced. On tickets, a circle of at most 149 addressable people requires no minimum ticket; beyond that, the ticket is at least €100,000.
You decide the investments on behalf of your subscribers: this is discretionary management. Your investors commit to your thesis, not deal by deal.
Fast start
Private fund
Discretionary management below regulatory thresholds, without a regulated label, in France or Luxembourg.
From €20,000 excl. VAT
Setup depending on complexity · annual management on top
QUOTE REFINED BY JURISDICTION AND AUM
ManagementDiscretionary
InvestorsProfessional
TicketSet freely
AUMUp to European thresholds
Licensed management companyNot required below thresholds
Setup time4 to 6 weeks
- Structuring and registration with the regulator
- Subscription documentation and governance
- Investor onboarding, compliance & AML
- Management platform and subscriber reporting
- Dedicated escrow account, opened by Overlord for the vehicle
Institutional
Institutional fund RAIF
The Luxembourg standard for institutional ambition and European distribution.
From €50,000 excl. VAT
Overlord structuring · regulatory operating costs on top
QUOTE BASED ON STRATEGY AND SERVICE PROVIDERS
ManagementDiscretionary
InvestorsSophisticated & institutional
Min. mgmt company capital€125,000
Target capital€1.25M (12 months)
External licensed managerRequired, €30,000 to €120,000 excl. VAT/yr
Depositary & auditorRequired
European distributionPassport
Setup time6–9 months
- End-to-end setup coordination
- Selection and oversight of licensed providers, a mark of the fund's soundness: manager, depositary, auditor
- Offering documentation and governance
- White-label investor platform
- Dedicated escrow account, opened by Overlord for the vehicle
Retail
Retail fund
Distribution to non-qualified investors, in France or across several European countries.
On quote
Depending on the chosen communication route and target countries
CASE-BY-CASE QUALIFICATION
ManagementDiscretionary
InvestorsRetail
Minimum ticketNone
CommunicationDIS or prospectus
Cap with DIS€12M / 12 months
Above €12M/yrFull prospectus
Multi-country EUPer-country route
Licensed management companyRequired
- Full oversight of retail communication
- Filing of the information document (see the DIS option)
- Large-scale retail onboarding on the platform
- Compliance & AML adapted to investor volume
- Dedicated escrow account, opened by Overlord for the vehicle
Private, institutional or retail: how to choose
| Private fund | Institutional fund (RAIF) | Retail fund | |
|---|---|---|---|
| Typical profile | First fund, AUM being built, ≥ 20% of target AUM already committed | Target AUM ≥ €20M, institutional LPs | Large community, retail distribution, target AUM ≥ €20M for the format to be viable |
| Investors | Professional & sophisticated | Sophisticated & institutional (mgmt co. capital €125k) | Non-qualified, open ticket |
| Distribution | Restricted circle, no passport | European passport | Retail via DIS (€12M/yr) or prospectus |
| Required infrastructure | Light | Licensed manager + depositary + auditor | Licensed management company |
| Setup time | 4 to 6 weeks | 6–9 months | Depending on route (DIS fast, prospectus 9–12 months) |
| Overlord setup (excl. VAT) | From €25,000 | From €50,000 | On quote |
Other regulated formats (France or Luxembourg) and management company setup: qualification by appointment.
Open your raise to retail: the DIS
As soon as your community exceeds 149 addressable people or you communicate publicly about the offer (social media, newsletter, website), a simplified information document (DIS) is filed with the AMF. This is the option that gives retail access to most of our formats: club deal, company fundraising or funds. For multi-deal setups, a single DIS covers all your successive issuances.
Filing time1 weekAMF declaratory procedure
Fundraising cap€12M / 12 monthsPer issuer, rolling
Investor ticketFrom a few eurosRetail
EU country extension€3,000 excl. VAT / countryLocal equivalent, degressive
If the DIS is filed in several countries, including Belgium which keeps its threshold, the cap applying to all countries drops to €5M.
Trusted by
Your benefits
What you gain with Overlord
Legal support, a platform and a back-office, brought together in a single offer.
Control your costs
From €10,000 excl. VAT in year 1, where a traditional firm charges €10,000 to €50,000 for an equivalent setup.
Save time
Your vehicle structured in a few weeks, where a firm takes 6 to 12 months.
Lighten your back-office
Focus on your deal. We handle the legal, accounting, tax and reporting.
Your turn to raise funds from your community
+120
clients supported
+7K
investors onboarded
€400M
raised on the platform
+300
opportunities structured
In practice
Your challenges, our solution
Our founder walks you through the Overlord solution and how a club deal, a raise and a fund actually work.
They did it
Client testimonials
More than 120 clients supported. Here are three who are particularly delighted.
"We owe much of our success to Overlord's support, which helped us take our first steps in the opaque world of private investment."
Bradley Lafond
CEO & Co-Founder, Fundora
"We looked at plenty of solutions for our investment club and we truly fell for Overlord. The white-label platform was a decisive factor."
Maxime Blondel
Co-founder & CEO, The Quest
"Overlord let me build a club that reflects who I am, with no risk of diluting my brand or my relationship with investors."
Sylvain Tiger
CEO & Founder, Ultra Bourse
In the press
Ready to launch your fundraising?
Two minutes for a first structure assessment, or talk it through directly with our team.
All prices are exclusive of tax. Every project is qualified before a quote is issued. "From" amounts depend on complexity, jurisdiction and your investors' profile. Overlord is neither a law firm nor an accounting firm.