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Core

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Institution

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Investor Portal
Document sharing
Investor updates publishing​
Live investment KPIs​
Transaction history​
Detailed asset summaries & reporting​
Automated K-1 sharing​
Investor self-service & profile management​
Custom investor portal layout​
Investor entity & account management
SPVs, funds, & other alternative investment structures
Cap table & equity management
Loan/debt management
Document management
Firm-branded reports
Waterfall modeling & automation
Automated distributions & payments
Multiple currencies
Open-end funds and REITs
White Label Co-Sponsor Portal

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Investor Contact Segmentation

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Full Project Visibility

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Reports & KPIs
Lead management
Opportunity management
Customizable fundraising pipeline
Contact management
Task management, activity feed
Universal email integration
Mass email
Email tracking & notifications
Custom fields
Soft commitments
Guided subscriptions
Fully integrated e-signatures
Track investor accreditation status
Collect funds from investors automatically
Track investor funding status
Investing entity tracking
Co-sponsor management
Customizable offerings pages
Shareable offerings
Embedded offerings
Content publisher
Portfolio track record
List segmentation
Lead capture forms
Fine-grained user permissions
Two-factor authentication
End-to-end data encryption
Continuous penetration testing & monitoring
Detailed user-audit logs
PCI DSS certified
Email & in-app support
Video call support
Continuous education
Guided onboarding
1-1 onboarding resource
Priority migration
Dedicated account manager
KYC/AML

Add-On

Add-On

Investor Accreditation

Add-On

Add-On

Custom Investor Portal Domain

Add-On

Teams

Add-On

Fund Administration

Add-On

Add-On

Add-On