Investor Portal
Give investors a frictionless way to join your syndicate and track investments.
Onboarding Tasks
Tasks seamlessly guide investors through the subscription process—so you can focus on closing deals while we handle the details.
Accept Invitation
Review and accept your invitation to join the syndicate.
KYC Verification
Complete your verification process.
Accreditation
Verify your 506(b) or 506(c) accreditation status for investment eligibility.
Document Signing
Sign required legal documents and agreements.
Funds Transfer
Complete your investment by transferring funds.
Investment Overview
Comprehensive tools for investors to track and manage their investments.
Give investors access to all signed documents and investment-related materials in one secure location.
Provide a place for investors to view all distribution payments with historical records and performance metrics.
Keep investors informed with investment updates, performance reports, and documents such as K1s
Ready to streamline your syndication with GrowIt?
Schedule a demo to see how we can help you streamline your investor onboarding process and optimize your operations.