Market investments and raise capital with ease
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.
Offering management
Create an offering in a few easy steps
- Create institutional-grade offering materials and presentation with minimal effort
- Customize your entire investor experience, from branding, design to layouts
- Use our in-house media team to create branded video content for your investment offerings
Investment marketing
Revolutionize Your PPMs and investment marketing
- Create an institutional-grade presentation of your offering that will impress investors
- Display all your relevant documents for easy access
- Add key highlights, webinar replays, pictures, videos, and more
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
No more paperwork
Manage complex E-Signatures with ease
- eSign feature provides robust customization options to meet all of your needs as a GP
- Share investment signatures of individuals, LLCs, trusts, joint tenancies, SD-IRAs and more
- Auto-populate information such as name and contact details that are already available on our platform
Streamlined KYC
Expand your investor network with ease
- Initiate seamless KYC checks for new investors or partners
- Automate the KYC/ AML process including ID, Liveness, Proof of address and AML screening
506B Offerings
Streamlined Investor Questionnaire
- An easy online process for investors to complete the questionare
- Our questionnaire eliminates tiny text boxes on pdfs, allowing you to review answers before countersigning and minimizing the risk of errors
Accreditation
Seamless Accreditation for 506(c) Deals
- Third-party verification for accredited investors directly within our portal
- Investors can verify without leaving the subscription process, reducing friction for capital raising
- Accredd's ' unique 'Passport' allows investors to make repeat investments with ease
