Successful partnerships
at your fingertips

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

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

Streamline your fundraising process throughout the investment lifecycle,
from initial marketing to contribution

• Promote offerings with public brochures and data rooms
• Remove friction with personalized subscription flows
• Gain insights with advanced analytics

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

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

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