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Customize Your Deal Portal
To your investors, our platform is just an extension of their experience working with you. Share prospective deals, send reminders, and get your investors into your branded portal to take action.
Prospect Investment Interest
Share deal details, and watch interest and commitments come in from your network – before you initiate the SPV. Once you have sufficient interest, we can get your SPV entity formation started and your investors' commitments transferred with a single click.
Eliminate Ongoing Administration
We take on the taxes, distributors, and maintenance for the life of your investment including K1s, making things easier for you and your back office every year. Yes, K1s for every LP invested in your SPV.
Centralize Communications
Get a unique deal page for each of your investments. Manage all aspects of each SPV opportunity with a unique invite link, data room, capital, fee calculator, accounts and documents tables. Message, update or remind your investors with just one click.
Manage Your Members
Easily manage your members including who can access your deal portal, allow new users to request access to the portal, and invite specific members of your group to deals you think they will be interested in.
On-board Investors Securely
In under 15 minutes, your investors can set up an investor profile as an individual, entity, or trust. Once set up, have peace of mind that everyone is KYC’d with tax information on file and linked funding sources for your current deal, and any in the future.
Automate Flow of Funds
At close, our system automatically begins to transfer funds into a dedicated bank account opened for the SPV. Once all funds have settled in the account, we facilitate the flow out to the target investment opportunity.
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