Solution Investor

Grow Your Investor Network, Strengthen Relationships, and Ensure Compliance

Learn how you can improve customer servicing with a powerful, all in one private placements software platform.

Everything You Need to Delight Your Investors


Quick Subscription Execution

A fully digital process that is highly efficient and error-free.


Powerful Deal Marketing

Create awareness and attract interest instantly with automated notifications and bulk send distribution.


A Modern Investor Experience

Simplify the investment process to improve the investor experience and eliminate frustrations. 

Ensure Consistency and Convenience With
Guided Processes

Introduce standardized workflows to ensure consistency and accuracy from all investor types.

  • KYC & Suitability

  • Digital “Smart” Forms

  • Permissioned Deal Access

  • Dedicated Investment Advisor Support

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Solutions Investors 1

Meet Investor Expectations by
Providing an Efficient User Experience

Solutions Investors 2

Auto-populated documentation with built-in smart logic to provide seamless experiences for investors.

  • Real Time Dashboards

  • Interactive Deal Pages

  • Seamless Transactions

  • Investor Servicing

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Create Engaging Deal Pages to Increase
Investor Awareness and Accessibility

A centralized marketplace to showcase all private placements currently being offered from the firm. Increase awareness and accessibility to all stakeholder groups.

  • Centralized Deal Rooms

  • Segmentation by Investor Type

  • Electronic Signatures

  • Seamless Investment Execution 

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Product Lending  4

How It Works


Automated Investor Onboarding

Detailed and customizable investor identification including online accreditation, KYC, and AML.


Personalized Experience

Account creation and profile settings for multiple investment vehicles, investor preferences and suitability, and investor status.



Autofill and electronic signature of investor certifications and declarations.


Audit Ready

Time and date stamped digital record of all investor forms for auditors and internal renewals.


Automated Notifications

Alerts for approvals, denials, requests for additional information, and updates.

Ready to simplify your private placements process?

Contact us