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.

Completed

Review and accept your invitation to join the syndicate.

Pending

Complete your verification process.

Required

Verify your 506(b) or 506(c) accreditation status for investment eligibility.

Sign required legal documents and agreements.

Complete your investment by transferring funds.

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 detailed historical records and performance metrics.

Keep investors informed with investment updates, performance reports, and documents such as K1s