Investment Syndicate
Investment pooling made easy — fast, tax-optimized, and compliant setup under Swiss law.
"Ready to set up your investment syndicate? We've guided angels, VCs, startups, and platform providers through compliant syndicate structures — book a call with me and my team."
Michele Vitali · Partner @ LEXR · Book your free call →
Trusted by founders and investors across Switzerland
Through the recommendation of another startup founder, we came across LEXR. Michele and the corporate team guided us through the entire process of the financing round. When we write an email, we receive a reply in no time, and time is taken to explain legally complex issues in a simple and understandable way.
Working with Michele and the LEXR team on our recent financing round was an outstanding experience. Michele’s deep legal expertise and tailored approach made the complex processes clear and manageable. The team’s professionalism and responsiveness were exceptional, ensuring a smooth and successful transaction. What really set LEXR apart was their personal touch. They were always available, accommodating, and genuinely invested in our success. Our experience with them was nothing short of excellent.
The cooperation was very good and I can already predict that we will approach LEXR again. We had a good feeling right from the start. This was then confirmed throughout the entire process. We had the feeling that LEXR was part of the deskbird team.
How we solve your challenges
Whether you are an angel, a VC, a startup, or a platform provider — we structure, draft, and finalize your syndicate from kick-off to closing.
Are you looking to pool your funds and resources with other angel investors or VCs to invest in startups, real estate, or even crypto? Our package provides you with the legal structure and know-how to set up your syndicate fast, cost-effectively, and legally compliant.
Are you raising funds from many small investors and want to make sure your cap table remains lean? We provide investors with a lean structure to co-invest as a syndicate or investment club — simplifying investor management from day one.
Your business connects investors with exceptional founders, startups, and established companies alike? You will get expert legal advice along with a best-in-class syndicate agreement tailored to your needs, plus complete corporate and financial market regulatory setup of your platform.
We draft a personalized investment syndicate agreement for your simple partnership, tailored to the key parameters defined in a kick-off call — covering the rights and obligations of co-investors and the lead investor's responsibilities.
How we deliver Investment Syndicate, AI-amplified
Matter in
Brief us in plain language — we scope it and route it to the right specialist.
Intake < 4hAI does the heavy lifting
Our own AI stack drafts, reviews and cross-checks — inside privilege.
60% fewer draft cyclesSenior lawyer signs off
The specialist who built the strategy reviews and signs every output.
Christian Meisser 
Stephan D. Meyer Michele Vitali Output delivered
On scope, on the quoted price — delivered into your workflow.
Scope and price are fixed in writing before we start — AI absorbs the lift, not your budget.
Our expert Investment Syndicate services
One team across the whole setup — from regulatory briefing and syndicate agreement drafting to platform incorporation and beyond.
Find your perfect flat fee plan
Investment Syndicate Package
Kick-off call, personalized syndicate agreement drafting, and a legal expert session — all at a tailored flat fee.
Book your free call →Syndicate Platform Setup
Complete corporate and financial market regulatory setup for platforms connecting investors, founders, and companies.
Book your free call →Deal Negotiation Support
Expert support in deal negotiation with the investment target — an add-on to your syndicate package.
Book your free call →Subsequent Series Setup
Efficient setup of subsequent series of investment syndicates, leveraging your existing structure.
Book your free call →Why LEXR
Swiss law expertise
Deep knowledge of Swiss regulatory and tax law for investment syndicates. We ensure your simple partnership is set up correctly — compliant, tax-transparent, and built to last.
Fast, flat-fee setup
Your syndicate is live in 5–10 business days. Transparent flat-fee pricing means no billing surprises — you know the cost before we start.
One team, all angles
Corporate, tax, and regulatory experts in a single team. From the kick-off call through the legal expert session to final documents, everything is handled by the same trusted advisors.
Investment Syndicate FAQ
The questions angels, VCs, and founders ask us most before setting up a syndicate.
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, startup 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 — the simple partnership itself is not taxed. Taxation occurs at the level of the partners themselves, and the same taxation applies as if the partner were holding the assets directly. A joint reclaim of withholding tax by the lead partner can be possible in arrangement with the tax authorities.
Our standard package takes 5–10 business days: a kick-off call to define key parameters, drafting of your personalized syndicate agreement, a legal expert session to fine-tune the setup, and delivery of final documents.
Let's get started
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