End-to-end investor experience

Seamless Investor Onboarding

Invite and manage your investors through our comprehensive onboarding workflow.

The investor journey

One guided path, from invitation to investment

Every investor moves through the same connected steps — and you can see exactly where each one stands along the way.

Invite

Invite investors

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

Send Individual Invitations

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

Create Public Deal Pages

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

View a live deal page

Comply

Stay compliant

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

KYC/KYB + AML

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

Accreditation Verification

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

All Entity Types

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

Sign

Execute documents

You and your investors sign directly in-platform.

Template Setup

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

Integrated E-Signatures

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

Fund

Receive funds

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

Multiple Payment Methods

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

Payment Tracking

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

Track progress across every stage

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

Progress Tracking

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

Email Updates

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

Investor progress

Live

KP
K. PatelInvited
JR
J. RiveraSigning Docs
AC
Acme CapitalFunded
MC
M. ChenKYC

Investors onboarded

Manage your investors end to end

Onboarding is just the start — see how the investor portal keeps every relationship, document, and payment in one place.

See investor portal