We deliver an end-to-end investing experience. Your team will wonder why you didn't make the switch sooner.
Integrated CRM
Relationship management is crucial. Gain trust with your investors by sharing mass-email announcements that keep them engaged. Don't worry; messages are sent individually to avoid reply-all disasters.
Offering pages
Want that professional look and feel? Create interactive deal pages where your investors can see all the facts about your upcoming syndication. Share project stats, photos, videos, and more with anyone in your network.
Secure Funds
Interested in speeding up your capital raise? By partnering with industry leaders like Dwolla and Plaid, we've made it possible for your investors to send their funds directly within your investor portal - with just a few clicks.
Communication
Keep your partners in the loop with structured communication. Our platform talks directly to your email provider, enabling you to easily share photos, videos, and more with your investors.
Waterfall Hurdles
Manually calculating distributions is time-consuming. Create custom waterfall structures with a drag and drop builder - our product perfectly matches your operating agreement, no formulas needed.
Distribution Processing
Don't waste your time with manual payments & wire transfers. Send payments electronically with our built-in ACH processing tool – PS: we can print and mail checks for you too 🤯
Investment Performance
Let us handle the details. Increase confidence in your Investors with instant access to up-to-date performance metrics. You'll be able to share tax documents, and statements instantly for every deal.
We are hosted on AWS who provides robust, physical data center security and environmental controls.
Your data is encrypted in transit using SSL, and at rest using 256-bit AES encryption, the same standards the world’s largest banks use.
We don’t mine or access your data for advertising purposes.
We only use customer data to provide the service; we don’t look into your account without your permission.
We regularly back up your data and provide a maximum 24-hour RTO and RPO.
Your data 100% belongs to you. We won’t delete data in your account without giving you time to export it.
Ensure the right people get the right level of access to features and capabilities, based on their roles.
We use OAuth2 to securely authorize other SaaS services and do not store your username or password for those services.
We allow you to turn on and off privacy impacting features to meet your needs.
