Make it easy for investors to give you money
Deliver an institutional quality, modern investor portal driving instant credibility for your firm and offerings.
Overdeliver on investor expectations
Attract
Create and share your offerings to build investor pipeline.
Onboard
Deliver a simple and accessible self service experience.
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Manage
Streamline the management process with simple and automated workflows.
Offering management
Create an offering in a few easy steps
- Create institutional-grade offering materials and presentation with minimal effort
- Customize your entire investor experience, from branding, design to layouts
- Use our in-house media team to create branded video content for your investment offerings
Investor Self Service
A simple and intuitive platform that they’ll actually use
- Simple and accessible sign-up that can be integrated directly with your website
- Investors can access information, communications, and receiving reports
- Portfolio dashboards to view and track their performance across multiple deals
Streamline onboarding
Simplify investor onboarding for US and international investors
- Confidently expand your investor base with legal and compliance controls
- One-click integrations with KYC, AML and investor accreditation providers
- GP Flow supports both 506b and 506c verification
Outsourced Accounting
Let us manage the creation and distribution of your K1s
- Save time by outsourcing K1 creation and distribution to our partnered accounting firm
- We store and organize all of your important documents in one central location, making it easy to access
