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Products

Investors Portal

Watch how our unique investor portal promotes your investors’ satisfaction while reducing your spent resources handling various different investors requests

Company Dashboard

Watch how our intuitive Company Dashboard can help you save time on back-office labor and supply you with advanced tools that will help you raise and preserve more capital

All in one capabilities

CRM
Investor Reporting
Fundraising Automation
Document Management

CRM

Scale your business

  • Have all your investors' current, and past investment details, contact information, and all related documents in one organized place.
  • Communicate faster using bulk emails to a group of investors
  • Grow your base of investors by capturing leads directly from your website​

Investor Reporting

Automate your reporting

  • Generate and publish unique, branded statements to hundreds of investors in minutes
  • Share information - Choose between different customizable metrics, graphs and data points to share crucial information with your investors
  • Have each LP personalized report by better utilizing all of your data

Fundraising Automation

Raise capital faster

  • Let investors sign documents with our e-signature feature from the convenience of their own home or office
  • Raise capital online using our online subscription method for new offerings
  • Centralize all relevant offering documents and information in a single place, accessible to all of your investors

Document Management

Centralized Repository

  • Bulk Upload K-1s - Save time during tax season by quickly and easily bulk uploading documents
  • Manage Documents - Upload documents to an individual investor, class, or specific offering for direct display onto the Investor Dashboard
  • Access all relevant documents anytime, anywhere and on any device!

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