Engage Carrow & Vale for a single service or the full platform. Every engagement is white-labeled, documented and reported back to your team.
A secure, white-labeled portal carrying your brand, paired with reporting your investors can rely on.
Your logo, colors, typeface and custom domain on every screen, in light or dark mode.
Performance snapshots, account activity and notices, every month.
Full performance review, capital account statements and manager commentary.
K-1s, grantor trust letters or 1099-INTs, depending on the investment, posted to each investor's portal with a personalized email notice.
Payments allocated pro rata to the cent, a validated NACHA file for your bank, and every payment recorded in investors' portals.
Your team manages offerings, investors, distributions, notices and reports in a console branded to your firm.
Email and phone support answered in your firm's name, with every interaction logged for your records.
A dedicated inbox in your name, answered by our team.
Calls answered in your firm's name.
Your support phone, email and hours appear on the sign-in page and throughout the portal.
Extra coverage for K-1 questions and document requests.
Series 7 and Series 63 licensed securities agents who present your offering to your existing investors.
Licensed agents walk your existing investors through your offering.
Support for placing new offerings with your current investor base.
Questions that require a license go to a licensed agent.
Organized data rooms and a tracked investor pipeline.
A smooth, documented path from commitment to funded investor.
Investors create a login, confirm their details, add bank information and e-sign in five steps.
Identity and anti-money-laundering checks, fully documented.
Confirming investor eligibility before funding.
Contact, banking and ownership details kept current.
The recurring administrative work that keeps investors informed and accounts accurate.
Notices drafted, sent and followed up until funded.
Clear notices so investors know what is coming and when.
Requests and paperwork handled from start to finish.
Feedback collected and reported back to your team.
Investor-ready materials and communications, produced in your brand.
Professional investor materials designed in your brand.
Personalized emails when reports or documents post, each also shown in the investor's portal.
Planning, invitations, webinars and live Q&A.
Press releases, media relations and clear messaging when it matters most.
Tell us about your firm and we'll walk you through the portal, reporting and support options that fit.