Seamless Investor Onboarding

Invite and manage your investors through our comprehensive onboarding process. From verification to funding, we've got you covered.

Invite investors

Invite investors directly or create a deal page to share with your network.

Investors are notified and can easily start their subscription in seconds.

Launch polished, investor-ready deal pages in minutes and share them with your network.

Keep investors moving with clear status updates from invite to funding.

Track each investor's onboarding progress in real time so nothing slips through the cracks.

We send automated updates to investors and managers to keep things moving and everyone informed.

KYC/KYB and accreditation for all entity types are handled for you.

Automatically verify each investor and run AML screening before they complete onboarding.

Support 506(b) and 506(c) offerings with verification paths for income, net worth, and licenses.

Support trusts, LLCs, IRAs, and other investment vehicles with the right documentation flow.

You and your investors sign directly in-platform.

We set up your document templates, ensuring accuracy when it comes time for you and your investors to sign.

We collect investor and manager signatures fully in-product, keeping investors in one flow from start to finish.

Collect investor capital confidently with flexible payment options and clear tracking.

Support wire transfers and ACH so investors can fund commitments the way they prefer.

Track funding status and reconciliation in real time for complete operational visibility.

✓

Once investors are onboarded, manage all investor relations directly in the portal.