Investor Profile

INVESTOR PROFILES

Keep Your Centralized Investor Data Up-to-Date with Ease

Experience a straight-through process through data warehousing so that information is only entered once, saving hours of time in redundant spreadsheets.

Get Started

Features that Make Investor Relations a Breeze

Email Communication

Manage your investor communications in one place.

Investor Segmentation

Parse your contact lists based on the criteria that you want to target communications.

Prospect Simplicity

Capture new prospective investor details through appropriate forms.

STEP 1

Upload Your Potential Client List

Setup your portal to house your current and potential client lists.

STEP 2

Upload Your Investment Opportunities

Our universal investor application will cover all necessary information needed to move through the investment process. The rest of your subscription documents are unique to you and can be uploaded for processing. Once data is captured you can use it to populate any future documents as needed.

STEP 3

Generate & Send Investment Invitations

To share potential investments, simply send potential investors the link to the virtual data room with the link for them to invest now. They can receive all the required information including the subscription documents, bank/custodian forms, tax forms, and any other supporting materials such as custom internal forms or side letters. When ready, investors simply click the link to fill out or confirm their investor application data. Once our system verifies AML and accreditation, your investors receive a single packet of information that they can sign digitally. Should any paperwork need additional review or intervention, we coordinate any corrections between all of the signers.

See How Easy Digital Subscriptions Can Be

Schedule a Demo Now