Modern Investment Management Software
Engage Investors, Increase Offers, Speed Up The Transaction Process
And Manage Everything In One Place.
COMPANIES THAT LOVE US
Grow your investor base using a branded, secure and completely turn-key solution to easily and efficiently publish and promote investment
Learn more about our Publishing Platform
Use a modern, simple to follow process means both your investors and your firm always know where each offer sits in the process and what action items are left to close an offer – speeding up time to close to hours rather than days or weeks.
Learn more about our Transaction Center
Manage every aspect of your investments, including: offers, investments, K1s and legal documents, emails, distributions, and capital transactions.
Learn more about our Management Console
Provide your investors a great user experience by giving them a powerful dashboard to view and organize all their investments in one place. Our self service Investment Hub cuts down on Investor Relations service and support calls.
Learn more about our Investment Hub
Capture and track your investors data across all investments, creating a central, easy to organize, easy to use
database of record.
Provide great customer service by having all investor data at your fingertips. Know your investor’s history and preferences before you call and delight them with a great user experience!
Use lead lists, lead scoring and filters to make your Investor Relations team more efficient at prospecting and