For newer GPs and Fund Managers looking to professionalize their business.
for up to $250k
of Equity Under Management
For emerging GPs and Fund Managers with existing investors and track record.
for up to $20 million
of Equity Under Management
For GPs and Fund Managers looking to scale their investor experience.
for more than $20 million
of Equity Under Management
Marketing Automation Programs
Lead Calling & Qualification
New Investor Swag delivery
Create dedicated and shareable investments pages
Manage soft commitments and allocations
Investor registration and guided subscriptions
Investment document management
Fully integrated e-signatures and workflows
Receive funding via ACH, Wire or digital currencies
KYC / AML checks on new investors
Self-accreditation questionnaires (506b)
Certified-accreditation upload and reviews (506c)
Investor entity tracking and management
Investor updates and distributions
Issuance and management of digital securities
White label custodial wallet and self-custody options
Capital account accounting and management
Detailed asset summaries & reporting
Automated cap table & equity management
Standard SPV and customizable fund formation documents
SPV bank account setup
Creation and maintenance of investing entities
Closing coordination and single wire
Form D and blue sky filings
General ledger and account maintenance for the SPV
Automated and outsourced distributions
Fund tax preparation and filing Form 1065
K-1 preparation and distribution
Annual 3rd party audits and penetration testing
Email, in-app, & on-demand video call support
256-bit SSL encryption
Firewalls and continuous system monitoring
