Built to

Boost operational efficiency Increase investor satisfaction Establish trust and transparency

Empower your investors and increase transparency with a simple, friendly Investor Portal, where your investors can view investment information, commit to offerings, download reports, send requests, and sign agreements.

Stay on top of your capital relationships by streamlining investor interactions, gaining complete visibility into your data, and using smart filters to create automatic workflows.

Use a powerful set of tools to enhance your fundraising operations. Create highly customized and personalized subscription flows, data rooms, and public brochures all while maintaining speed and agility.

Deliver all the reports your investors need. Generate quarterly and distribution reports with a click. Eliminate manual work and human errors with automatic distribution and allocation. Create fully branded templates for any report and from any data source.

Say goodbye to inefficient manual management. Centralize everything in one secure space. Allocate documents to different investors, entities, and assets, and enable e-signing from within the portal.

Save time and money by sending distribution funds to your investors straight from the platform, with ACH transfers.

We know your needs don’t stop with software. Our team of dedicated CPAs and financial experts is at your service for K-1 preparation, international payments, and more, at competitive rates.