You invested
in a US fund.
Now what?

Between your US fund administrator and your German tax advisor, there is a gap that nobody manages. Plainly LP is the coordination layer that fills it. For German and European LPs investing into US venture funds, SPVs, and syndicates.

30%
US withholding without
a correctly filed W-8BEN/E
§180
AO Feststellungserklärung
no single LP can file alone

Three parties.
No coordination.

When a German investor puts money into a US venture fund or SPV, three parties become relevant. None of them talk to each other. None of them are responsible for what happens in between.

The US fund administrator handles US tax and operations. Your German Steuerberater handles your German filing. But the translation between the two — the K-1 preparation, the classification analysis, the §180 AO coordination — sits in a gap that nobody manages.

The consequences are real: withholding tax lost permanently, penalties for unmet filing obligations, phantom income tax on money you have not yet received. Most German LPs investing into US funds are exposed to at least one of these risks today.

US side
US Fund Administrator
Coordination layer
Plainly LP
Germany side
German tax advisor

Two investor types.
Different risks. One layer.

The first question of every engagement. Everything downstream depends on whether you invest as a private individual or through a German holding company.

Track A

Private investor

Investing as an individual into a US venture fund or SPV. Incorrect classification can mean double taxation on returned capital, phantom income tax before any exit, or 30% US withholding withheld permanently.

Rechtstypenvergleich. Classification analysis per fund and Operating Agreement.
§180 AO. Unified tax assessment coordination across all German LPs in the fund.
W-8BEN/E. Filing guidance and renewal tracking every three years.
K-1 translation. Prepared annually for your German tax advisor.
Track B

GmbH holding

Investing through a German holding company. The exit tax advantage under §8b KStG is significant: roughly 1.5% effective versus 26.4% for a private investor — but only if the structure is correctly maintained.

AStG threshold. Total German investor ownership must stay below 50%.
Entity registration. Correct GmbH registration with US Fund Admin as a non-US entity.
W-8BEN/E. Filed as an entity, not an individual, renewed every three years.
§180 AO. Coordination if transparent classification applies.

Four steps. Nothing falls through.

01
Structural opinion
One-time assessment per fund. Vermögensverwaltung vs. Gewerbebetrieb. Transparent vs. opaque classification. All risks identified and translated into a document your German tax advisor can use. Shared across all German LPs in the same fund.
02
Onboarding
W-8BEN/E guidance and filing support. Correct registration with the US fund admin. A structured handover for your local advisor. §180 AO coordination initiated where transparent classification applies.
03
Annual service
K-1 preparation and structuring for your tax advisor each year. Unified tax assessment coordination. W-8BEN/E renewal tracking. AStG threshold monitoring. One annual check-in. One point of contact.
04
Exit support
Collection of all exit documentation from the GP and fund admin. A structured handover package for your tax advisor. Nothing left to coordinate alone at the moment when it matters most.

The 12-item checklist
for German LPs in US funds.

Most German LPs investing into US funds are missing at least three of these twelve items. Some are missing all of them. The consequences range from avoidable, to expensive, to genuinely difficult to fix.

Covering Rechtstypenvergleich, W-8BEN/E filing, §180 AO unified assessment, AStG threshold monitoring, K-1 preparation, and exit documentation. Twelve items. Fifteen minutes. Free.

One email. One document. No follow-up sequence.

"Education first. Trust first. If we become the group that makes cross-border investing understandable and approachable, the relationships and business naturally follow."

Plainly LP — Part of the VU ecosystem

Register your interest.

Plainly LP is building its first cohort of German and European LPs. If you are invested in a US venture fund or SPV, or planning to invest, we want to hear from you.

No commitment. No cost. We will be in touch to understand your situation and whether we can help.

Plainly LP does not provide tax advice directly. All substantive analysis and filings are performed by licensed Steuerberater partners.

No spam. No sales calls. We will read every submission and respond personally.