Start for free and scale your investor experience.


For newer GPs and Fund Managers looking to professionalize their business.


for up to $250k
of Equity Under Management

Get Started

For emerging GPs and Fund Managers with existing investors and track record.

$500 / month

for up to $20 million
of Equity Under Management

Request Demo

For GPs and Fund Managers looking to scale their investor experience.

Contact Us

for more than $20 million
of Equity Under Management

Request Demo
Join the GPs and Fund Managers getting ahead of the curve

Powerful tools for investor growth, management and administration

Investor marketing

Marketing Automation Programs

Lead Calling & Qualification

New Investor Swag delivery

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

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

Cap Table management

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

Fund and SPV Administration

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

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

Join the GPs and Fund Managers getting ahead of the curve and take a tour of the platform with one of our product specialists.
Request Demo