Investor Management | Seamless Investment Experience

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Ensure compliance and attract the right investors into your fund.

Our onboarding process ensures all key information is collected from your investors prior to accepting their capital.

KYC & Accreditation Checks

Every investor goes through our KYC, accreditation and AML checks to ensure you remain SEC compliant.

Investor Accounts

Once approved, your investors can log into their account to start viewing investment opportunities and building their custom portfolios inside of a single fund.

The easier it is to invest, the faster you’ll raise.

Provides your investors with everything they need to make an informed decision about an investment and seamlessly allocate capital.

Deal Room

Your customized deal room lets investors view and evaluate all of your available investment opportunities. Upload all deal information into one place and create a fully custom branded deal page so it looks and feels like you.

ACH & Allocations

Your investors can seamlessly transfer capital from their bank account to your offering bank account from the PC and mobile app. After their funds arrive, you can allocate their funds into the investment offering with a single click.

Seamlessly manage investors and capital.

Ensure you're remaining compliant with our easy-to-use investor mangaement tools.

Virtual Cash Balance Account

We are the only platform that provides a virtual cash balance account for SPVs, Syndications and funds. Get ultimate flexibility for managing uninvested capital.

Simplified Taxes

With a Customizable Fund^®, your investors get their pro-rata share of depreciation, profits/losses for each investment they participate in. But unlike traditional syndications, taxes are simplified with a single consolidated K1 making taxes easier than ever.

Offer an investment experience that keeps investors coming back.