Services
Investor Reporting
We will help you provide investors with a comprehensive reporting with no additional overhead through auto-generated portfolio and asset-level reports that can be sent immediately to investors.
Fundraising Automation
We can help expedite the subscription process with automation. You can promote your offerings, undertake commitments, collect signatures and even receive funding electronically through direct deposit.
Investor Portal
We have a centralized platform so your investors can access their investments, including contribution and distribution history, reports, etc. This platform serves as a repository with robust access control for all investor documents.
Investment Management
We can assist you in managing investor contributions, distributions, entities, and documents for all of their assets in one place. Using custom strategy, you can collaborate better with portfolio management, acquisitions, and operations teams to save hours of work so you can gracefully handle more investments.
CRM
We can help manage your source of data that will help efficiently sync up with other team members (accounting, investor relations, and legal teams) to reduce the back and forth. You can automate your main functions and use the comprehensive reporting views to stay on top of your game.
Compliance and Security
We can safeguard your investment data and keep your investors away from wire fraud and leaks with a system built using the same standards as the big banks. We can also help verify investor accreditation and control offering privacy and confidentiality.