Your investors, fully supported.
Carrow & Vale gives your investors a portal with your brand on it, clear monthly and quarterly reports, and real people who answer the phone.
A complete investor relations function, delivered under your brand.
Engage Carrow & Vale for a single service or the full platform. Every engagement is white-labeled, documented and reported back to your team.
Investor Portal & Reporting
A secure, white-labeled portal carrying your brand, paired with reporting your investors can rely on.
- White-labeled portal with your logo, colors and domain
- Monthly investor updates
- Quarterly reports and account statements
- Tax documents: K-1, grantor trust letter or 1099-INT
- Distribution processing and NACHA files
Investor Support
Email and phone support answered in your firm's name, with every interaction logged for your records.
- Branded email support
- Dedicated phone line
- Support contact shown throughout the portal
- Tax-season support
Licensed Securities Agents
Series 7 and Series 63 licensed securities agents who present your offering to your existing investors.
- Offering presentations to existing investors
- Follow-on and new-offering placement
- Investment-related questions
- Data room and investor CRM management
Onboarding & Compliance
A smooth, documented path from commitment to funded investor.
- Guided five-step online activation
- KYC and AML verification
- Accredited investor verification
- Investor records and data management
Investor Services
The recurring administrative work that keeps investors informed and accounts accurate.
- Capital call notices and follow-up
- Distribution notices
- Transfer and redemption processing
- Investor satisfaction surveys
Communications & Marketing
Investor-ready materials and communications, produced in your brand.
- Pitch decks, one-pagers and fund updates
- Investor notices and email campaigns
- Annual meetings, webinars and investor events
- Press releases, media relations and crisis communications
Your brand. Our platform.
Investors never see the Carrow & Vale name. They see your firm, a clean dashboard, and everything they need in one secure place.
- Fully branded: your logo, colors, typeface and web address
- Every investment at a glance: amounts invested, distributions received, time to exit and next payment date
- Documents on your letterhead: updates, statements, agreements and tax documents
- ACH payments: pro-rata allocation and NACHA file generation for every distribution
- Sponsor console: your team manages offerings, investors, notices and reports
The same platform, three example firms. All three are fictional, shown with sample data.
Reports that arrive on time and make sense.
Monthly Updates
- Performance snapshot and account activity
- Portfolio and operational highlights
- Upcoming dates and investor notices
Quarterly Reports
- Full performance review and capital account statements
- Manager commentary written with your team
- Financial summaries and distribution detail
Real people, answering as your firm.
Choose the level of support your investors need. Every interaction is logged and shared with you.
Branded inbox, quick replies, and document requests handled for you.
Phone
A dedicated number answered in your firm's name for account and portal questions.
Licensed Securities Agents
Series 7 and Series 63 licensed agents who present your offering to your existing investors and answer investment-related questions.
Up and running in four steps.
Discovery
We learn your fund, your investors and how you communicate with them today.
Brand & Setup
We set up your portal with your logo, colors and domain, plus your support lines.
Investor Onboarding
We invite your investors and help each one get logged in and comfortable.
Ongoing Reporting
Monthly and quarterly reports go out on schedule, and our team handles every question.
Give your investors a better experience.
Tell us about your firm and we'll walk you through the portal, reporting and support options that fit.