Simple pricing and fastest time to market

Investor Management Platform

Publish offerings, raise capital and manage your investors


paid annually for up to three projects

Publish offerings and onboard investors
White label investor portal with automated investor relations
Digital security issuance and management
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Administration for funds and SPVs

Offload compliance, legal, tax and reporting

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custom plans available

SPV formation and management
LLC set-up and filings
Outsourced reporting and updates
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Powerful tools to grow & manage your investor base

Investor management

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

Request 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

Digital security management

Issuance and management of digital securities

White label custodial wallet and self-custody options

Freeze, re-issuance and revoke functions

Detailed transaction history with contributions and distributions

Detailed digital asset summaries & reporting

Automated cap table & equity management

Distribution management via Bank Transfer or USDC

Outsourced SPV administration

Standard SPV formation documents

SPV bank account setup

Creation and maintenance of Delaware investing entity

Closing coordination and single wire to your company

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

Investor Schedule K-1 preparation

Security & Compliance

Annual 3rd party audits and penetration testing

Email, in-app, & on-demand video call support

256-bit SSL encryption

Firewalls and continuous system monitoring

Schedule a demo

Take a tour of the platform with one of our product specialists.
Request Demo
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