Keep Your Centralized Investor Data Up-to-Date with Ease
Manage your investor communications in one place.
Parse your contact lists based on the criteria that you want to target communications.
Capture new prospective investor details through appropriate forms.
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.