Products
Investor Services
Win investors once, keep them for every raise — onboarding, verification, and shareholder care handled on platform.
Accreditation verification
Questionnaires plus 506(c)-grade verification review, tracked per investor in the back office.
Investor relations
Keep subscribers informed from first commitment through closing and beyond.
Shareholder services
Cap-table-ready records of every subscription, countersignature, and payment.
Transfer agent & DTC coordination
We coordinate with your transfer agent and DTC so settlement is ready when you list.
Investor support
A clear portal for investors to track documents, payments, and closing status — fewer support emails for you.
Compliance workflows
Eligibility gating, investment limits, and KYC/AML checks matched to your exemption.