Empower your investors
A beautiful, easy-to-use, and secure platform that gives your investors everything they need
- Provide investors with a convenience-driven interface
- Promote transparency with full access to documents and reports
- Streamline investor communications
Foster investor relationships
Manage investor relationships, from initial interest to distributions
and everything in between, with a CRM tailor-made for real estate
investment management
- Access all investor information
- Save time with bulk actions and dynamic investor lists
- Centralize all conversations and tasks on one platform
Raise capital faster
Streamline your fundraising process throughout the investment lifecycle,
from initial marketing to contribution
- Promote offerings with public brochures and data rooms
- Remove frictions with personalized subscription flows
- Gain insights with advanced analytics
Manage and share documents
Centralize all documents, forms, and agreements in one secure space,
with full control over access and visibility
- Store and access documents and agreements
- Enable e-signing from within the portal
- Allocate and distribute documents automatically
Automate reporting and tax operations
Accelerate back-office operations and streamline your reporting process
- Automatically allocate Schedule K-1s
- Generate quarterly and distribution reports with a click
- Create fully branded templates for any report and from any data set
Distribute directly from platform
Execute all distributions straight to your investors’ bank accounts with one click. Save time, cut overheads and eliminate human errors
- Transfer distributions faster with quick ACH processing
- Track all distributions from one intuitive dashboard
- Pay a small fee per transaction
Driving forward-looking firms to reach their full potential
Leading the market in customer satisfaction
G2 is the largest and most trusted software marketplace






















