A clear, four-step process to launch your portal, reporting and support, with your team involved at every decision.
We learn your fund, your investors and how you communicate with them today, then recommend the services that fit.
We configure your white-labeled portal and sponsor console, set up each offering, and build your report templates and branded support lines.
We send branded invitations, and each investor activates in five guided steps: login, investor details, accreditation, bank details and e-signature.
Reports go out on schedule, distributions are allocated and paid by ACH, and our team handles investor questions every business day.
Your portal, reports, email and phone support all carry your firm's name and brand. Licensed securities activity includes any regulatory disclosures required by law.
Yes. You can start with a single service, such as the portal and reporting, and add support, licensed agents or marketing later.
Our agents hold Series 7 and Series 63 licenses and present your offering to your existing investors.
Investors sign in with two-step verification, only the last four digits of taxpayer IDs are kept, bank account changes require re-verification, and contact exports never include bank account numbers or taxpayer IDs.
Timing depends on the services you choose and the number of offerings and investors. You'll get a launch timeline during discovery.
Pricing depends on the services you choose and the number of investors you serve. Book a consultation and we'll put together a proposal.
Yes. Every offering is set up on its own, with its own exit timing (a date, a window, a maturity, no set term or exited), distribution schedule, key terms and ACH details.
Yes. The portal works on any screen, and investors can also use the Shareholder Desk app for iPhone and Android, which opens their account in your firm's branding.
Tell us about your firm and we'll walk you through the portal, reporting and support options that fit.