Seamless Investor Onboarding
Invite and manage your investors through our comprehensive onboarding process. From verification to funding, we've got you covered.
Invite Investors
Simple and secure investor invitations with built-in progress tracking.
Streamlined Invitations
Easily invite new investors to join your syndicate with our simple invitation system.
Progress Tracking
Monitor invitation status and investor progress in real-time.
KYC/KYB + AML Verification
Robust verification that keeps you compliant while maintaining a smooth investor experience.
Automated Verification
Our platform protects you by automatically verifying an investor is someone you are allowed to do business with.
Entity Investors
We can verify any investment vehicle being used to fund an investment, including trusts, LLCs, and IRAs.
Accreditation Verification
Streamlined accreditation verification for both 506(b) and 506(c) offerings and all US investor types.
Individual Investors
Support for each verification method - income, net worth, and professional licenses.
All Entity Types
Support for trusts, LLCs, IRAs, and other investment vehicles with appropriate documentation.
Document Signing
Secure, efficient digital signing with support every step of the way.
E-Signature Platform
Legally binding electronic signatures with audit trails and secure document storage.
Document Management
Centralized repository for all signed documents with easy access for authorized parties.
Funds Transfer
Secure, flexible contribution options with guided transfer instructions and reconciliation—ensuring peace of mind for all parties.
Multiple Payment Methods
Support for wire transfers and ACH.
Payment Tracking
Real-time tracking of payment status and reconciliation.