Publish offerings, raise capital and manage your investors
paid annually for up to three projects
Offload compliance, legal, tax and reporting
custom plans available
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
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
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
Annual 3rd party audits and penetration testing
Email, in-app, & on-demand video call support
256-bit SSL encryption
Firewalls and continuous system monitoring
