Is the software user-friendly?

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2021-03-29T09:39:32-05:00March 29th, 2021|

Hear it from Heath Jones, Co-Founder at HSquared Capital: The Groundbreaker platform is extremely user-friendly and the customer service is hands down, bar none. One thing that was immediately clear with the team at Groundbreaker is that they are there to help you grow your real estate business, and they will be with you every step of the way. I would highly recommend their platform and services (and have been) to all syndication operators who are looking for an investor-management solution. You should definitely give them a try; you will not be disappointed!!!

How does Groundbreaker enhance my brand?

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2021-03-29T09:38:15-05:00March 29th, 2021|

Our investor portal promotes and enhances your brand at every investor interaction, providing the usability and functionality that investors expect and reflecting the level of professionalism you want to convey.

What challenges does Groundbreaker help Syndicators overcome?

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2021-01-25T11:26:55-06:00January 25th, 2021|

Groundbreaker keeps Syndicators organized and operating efficiently when it comes to raising funds and managing investments and investors.   Having all records and documents stored in one place with central and secure access for both you and your investors provides you with a system that allows you to quickly and easily support and communicate with your [...]

How easy is it to set up a deal and roll it out to investors?

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2021-02-05T09:12:59-06:00January 25th, 2021|

It’s very quick and easy!  To present a deal to potential investors using Groundbreaker: Identify the holding entity name with the tax ID information.  Create an Offering, describing the deal with an overview, documents, videos, and images.  Set the subscription terms. Notify your prospects and investors using the email capability built into our CRM.  That’s it!

How does Groundbreaker investment management work?

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2021-01-25T11:16:50-06:00January 25th, 2021|

As you go through the process of operating a deal and making it a profitable investment for your shareholders, you want to keep them informed. Groundbreaker lets you upload documents and reports to the portal and disseminate them to the investors instantly, easily, and securely. No need to create individual emails and worry about attaching [...]

Can I collect Form W-9 from my investors?

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2021-01-25T11:34:41-06:00November 26th, 2020|

Yes. You can turn this on using a setting in your offerings to require that your LPs submit their W-9s. When enabled, your investors will see the requirement to upload the W-9 after signing your subscription documents in the investment workflow.

Will I be able to manage the portal myself?

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2021-01-08T10:21:02-06:00November 26th, 2020|

Absolutely. Groundbreaker is designed to be easy to deploy, use and maintain. You’ll be able to do things like adding or editing your own deals, inviting investors, and sending distributions with a few clicks.