Raise more capital in less time
Streamline investor self service and manage your investor relationships with powerful tools and workflows.
Overdeliver on investor expectations
Attract
Create and share your offerings to build investor pipeline.
Onboard
Deliver a simple and accessible self service experience.
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Manage
Streamline the management process with simple and automated workflows.
Build investor pipeline
Distribute your offering with your investors
- Invite investors directly to your offering or share a custom link to your portal
- Receive soft commitments and manage investor pipeline with ease
- Track offering engagement and manage expectations on dates, information and timelines
Streamline onboarding
Simplify investor onboarding for US and international investors
- Confidently expand your investor base with legal and compliance controls
- One-click integrations with KYC, AML and investor accreditation providers
- GP Flow supports both 506b and 506c verification
Financial Metrics
Display performance metrics
- Give investors detailed and custom financial information about your investments
- Reduce Q&A time for your team and enhance the efficiency of your process
