Capitalize on Investor Interest with Seamless Onboarding
Digital onboarding that handles everything from soft commitments to signed documents.
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Close Rounds 47%
Faster
Faster
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Investment Placement
in 5 Minutes
in 5 Minutes
37% Increase in Commit to
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Land Soft Commitments to Test Demand & Create FOMO
Move investors from casual interest to serious commitments before you announce deal terms. Build your qualified investor pipeline while you're still sourcing properties.
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Gauge Investor Interest Early
Validate deal demand before launch with soft commitment tracking. Gauge exactly how much investor interest exists so you can right-size offerings and reduce launch risk.
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Build Your Priority List
Position reservations as limited priority access. Investors move faster when they know spots are filling up and they might lose their chance to get in on a good deal.
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Show Fundraising Momentum To Create FOMO
Display percentage raised as it happens so investors see others committing and feel confident joining a successful raise.
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Onboard Investors Through Multiple Channels
Give prospects flexible ways to join your platform through website signup, self-service registration, or sponsor-initiated setup. Cater to different investor preferences while maintaining full visibility and control.
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Add SignUp Directly To Your Website
Embed registration forms or simple CTA buttons so visitors join your platform seamlessly without leaving your site.
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Prospects Complete Registration Independently
Self-service signup pages with step-by-step progress tracking so investors create accounts and profiles without needing your assistance.
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Create Investor Accounts Individually or in Bulk
Create investor accounts with few clicks, send personalized registration links, that make joining your platform effortless for busy investors.
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Qualify Investors Fast with Built-In Accreditation Verification
Stop worrying about SEC compliance issues while avoiding investor drop-off from lengthy verification processes that kill deal momentum.
Qualify Investors With Confidence
Handle 506(b) self-verification and 506(c) self accreditation verification automatically so you stay compliant while processing prospects efficiently.
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One-Click Verification Process
A fast verification process reduces friction points that typically cause investor drop-off during the qualification stage.
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Track Accreditation Expiration Dates Automatically
Platform monitors accreditation expiry and sends alerts before deadlines so you always know your investor qualification status.
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Save Time with a Fully Digitized
Investor Workflow
Handle investor communications, documentation, and signatures without manual workflows that slow down your fundraising timeline.
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Centralize All Deal Documentation
Upload PPMs, offering memorandums, and investment materials in one secure location so investors complete due diligence without requesting files through email.
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Automate Welcome Emails
Send personalized welcome materials to approved investors automatically without manual follow-up.
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Get Signatures Without Printing Or Scanning
Upload multiple documents with automated signature routing so investors e-sign everything digitally from any device without delays.
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Got Questions?
We’ve Got Answers
What happens if investors start onboarding but don't complete it?
You can see exactly where each prospect stopped in the process and send one-click reminder emails to nudge them forward. The platform tracks incomplete registrations so you can follow up strategically instead of wondering who's still interested.
Can I onboard existing investors from past deals onto the platform?
Yes, you can bulk upload existing investor data and send them "forgot password" links to access their accounts immediately. They'll see all their historical investment information, documents, and performance data in one place without starting from scratch.
Do I need to change how I currently handle investor communications during onboarding?
No - you can still send your own emails and make phone calls. The platform just gives you a central place to track progress and automate the repetitive parts. Most sponsors use it to handle document collection and signatures while maintaining their personal relationship approach.
What audit trail does this create for compliance purposes?
Every action is timestamped and logged - when investors signed up, accessed documents, completed accreditation, signed agreements, etc. You get a complete compliance file for each investor that auditors can review, eliminating the need to piece together email trails and document versions.
How do I handle different entity types during onboarding (IRAs, LLCs, trusts)?
Investors can create multiple profiles for different entity types within the same account. For complex structures, you can set up their profiles on the backend and invite them to review and complete the information, ensuring accuracy for subscription documents.
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Next Deal Faster?
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