Leverage general solicitation and crowdfunding exemption rules to raise capital from high net worth and retail investors. Automated distribution of new deals to the entire investor base, extensive social media integrations, and powerful marketing tools for affiliate marketing and investor engagement.
Popular features: Proprietary Cloud-based Software, Marketing & Distribution tools, Marketplace
Manage the entire investment cycle from user onboarding to transacting all on one centralized platform, rebranded to meet your desired look and feel.
Popular features: CRM, Streamlined Workflow, System Configuration Tools
Comprehensive user onboarding processes to collect appropriate information, perform Know Your Client (KYC), verify identification or residency, determine investor suitability, review issuer applications, and complete Anti-Money Laundering (AML) checks.
Popular features: Dynamic forms (Form Builder), 3rd party Integrations
Eliminate tedious paperwork preparation and signature collection and get documents signed within seconds and automatically generate copies for each signing party.
Popular features: Document Management System, E-Signature, Lender & Borrower Dashboards
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