Electronically verify investors for accredited status. Get investors to electronically sign closing documents.
Accept funds digitally in real-time or manually record transactions. Email receipts of pledges, funds collected, and signed documents.
Record and keep track of offline and online transactions.
Send investors simple welcome presentations to help them learn to navigate your platform for the first time ensuring a positive experience.
Customize for Regulation A, 506(b), 506(c), Regulation S, Title III, or Intrastate offerings on the same platform.