Feature Overview
Our solution has all of the features you need to raise capital, manage investors, and scale your business.
Delight your investors with a beautiful experience
A robust one-stop feature complete investment experience for all your investors and provides an easy way to invest, track investments & earnings, view documents, stay updated with your current offerings, and easily access new investments.
Workflows to automate all of your processes from due dilligence to payment
Our systems process and account for every dollar, while protecting issuers, investors and others involved in a capital raise.
Easily provide earnings statements & distributions
Submit earnings reports that will reflect the amount of returns the investors have received on their investments to date. Save hours with automated distributions when using our fully integrated online escrow provider.
No more hassle with document management
Securely upload investor specific documents, K-1s, earnings statements, deal documents, and other reports that are accessible 24/7.
Keep investors engaged with investor reporting
Investors can track offering progress, get updates about their investments, view their portfolio, and track their earnings and interest.
Manage your investor relationships with any CRM
Our solution comes with a built in, light CRM that can be used to keep up with investors and investments or we are fully integrates with more robust CRMs like HubSpot or Salesforce with ease.
Build beautiful offering pages and deal rooms.
Easily build and and display the perfect offering pages with deal rooms with the use of videos, images, infographics, text, charts, and tables. Deal rooms can be configured to be private or public with validation.
