Give investors the modern portal experience they expect while reducing your admin workload and unlocking access to retirement capital.
Book a Consultation
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Turn browsing investors into committed capital through professional deal rooms that deliver complete investment placement from discovery to funding.
Complete Investment Placement in 5 Simple Steps
Investors go from browsing to funded in one workflow: review deal, verify accreditation, sign documents, transfer funds, all without leaving your platform.
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Collect Funds via Built-in ACH
Built-in ACH payments let investors fund through the platform. They verify identity, link their bank, and transfer funds in one flow.
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Multiple Signers for Investment Documents
Your investors can add spouses, business partners, and co-signers to their profiles without creating separate accounts. All required parties can sign subscription agreements and investment documents from one streamlined process.
Give investors direct access to their account information and performance data so they stop contacting you and your team for basic updates.
Reduce Admin Related IR Tasks
Self-service account updates let investors change bank details, download documents, and update contact information without calling your office for routine requests.
Automate All Investor Communications
Automated fund updates, and distribution notices keep everyone informed without manual email campaigns or constant status update calls from investors.
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Dashboards That Reduce Investor Calls
Interactive dashboards with metrics let investors check IRR, cash-on-cash returns, and equity multiples anytime instead of calling for status updates.
Eliminate the annual tax season scramble with organized K-1 tracking that keeps investors informed and reduces your workload.
Provide Expected K-1 Delivery Dates
Set delivery dates with notes for each investor so they know when to expect their K-1 instead of calling your team every week.
Organize Tax Documents in One Place
Investors access all their tax documents from one central location instead of digging through emails or calling your office to request missing K-1s.
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Match K-1s Automatically
Tax ID recognition pairs uploaded documents with the right investor profiles, eliminating manual sorting and delivery mistakes.
Make IRA investing simple while giving investors access to tax-advantaged capital they already have.
Provide Tax-Advantaged Investment Growth
Direct integration with Equity Trust Company, lets your investors use their retirement accounts for real estate investments with tax-deferred or tax-free growth benefits.
Create New Self-Directed IRA Accounts Instantly
Investors without self-directed IRAs get guided setup through Equity Trust Company with dedicated support.
End-to-End Digitized IRA Investment Processes
Automated Direction of Investment submission handles all paperwork between you, investors, and IRA custodians instead of manual forms that kill deals.
When we first started it was Excel sheets and just tracking everything on that, now somebody can actually log into a portal and they are able to see their past investments and the future opportunities. And so it makes it feel much more professional, which is very important to us.
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Our investors love the intuitive interface. It’s straightforward, not cluttered, which is huge for maintaining investor interest.
With personalized onboarding, SponsorCloud ensures an effortless onboarding experience and enables you to use our platform easily and effectively.
Most sponsors are live within 7 days with our white-glove onboarding. We handle the platform setup, data migration, and branding customization so you can start accepting investments immediately.
Yes, investors can fund investments via ACH directly through the portal in under 5 minutes. We also support wire transfers and check payments, with all transactions tracked automatically in your dashboard.
The portal eliminates 90% of investor calls through self-service account updates, automated notifications, and real-time performance dashboards. Investors can update their profiles, track distributions, and access documents without contacting your team.
IRA investors can create new ETC accounts instantly or link existing ones directly through the portal. Our integration automates the entire Direction of Investment (DOI) process, eliminating paperwork and reducing funding time from weeks to days.
Absolutely. The portal uses your logo, colors, and domain (yourcompany.invportal.com) to create a seamless brand experience. Investors see your branding throughout their entire investment journey.
Experience our demo and learn how SponsorCloud will enhance every aspect of your business
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