Plainly LP is the coordination layer for international investors in US funds, SPVs, and syndicates — making structure, documentation, and obligations work across borders.
Investing in US funds is a great opportunity, but investing from Germany or the EU brings up several duties and tax implications — and the answers depend on your setup. Private or GmbH, one or several German LPs, transparent or opaque fund structure — each constellation has different requirements.
Plainly LP helps you clarify what applies to your situation and takes care of the work that follows: coordination with the fund, documentation, and a clean handover to your local tax advisor.
Plainly LP works alongside tax advisors — coordinating a specialized cross-border topic that sits outside most advisors' day-to-day practice, in a way that is cost-efficient for advisor and investor alike.
The starting question of every engagement: are you investing as a private individual or through a German GmbH holding company? The downstream work differs in each case — and we tailor the coordination accordingly.
Investing as a German individual directly into a US fund or SPV. The fund's income flows through to your personal income tax return, supported by structured input from Plainly LP.
Procedurally the simpler of the two cases.
Investing through a German holding company. The investment is reflected on the GmbH balance sheet, with annual updates derived from the fund's reporting.
The setup work pays off in routine annual handling thereafter.
Each engagement starts with an initial review of your specific situation, structure, and the fund involved.
Across our work with German investors in US funds, a small set of questions comes up again and again. This short reference captures the essentials — useful when you are about to commit, when you are already invested, or when you are preparing your annual filings.
Four stages. Twelve items. A practical reference, built from real cases. Not advice.
One email. One document. No follow-up sequence. Open the checklist page →
The structural gap exists in many markets — wherever international investors put money into US private market structures. Different intensity in each jurisdiction, similar mechanics.
A methodology developed carefully — through real cases, real tax advisor partnerships, and real fund relationships — extends over time. The infrastructure and relationships built with one market compound into the next.
We are in the early stages. The first cohort of investors will help shape the service, inform the workflow, and contribute to something that does not yet exist properly anywhere.
No commitment. No invoice. Register your interest and we will be in touch to understand your situation.
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