Three jobs, one engine, thirteen years of raises baked into every workflow. The third job, keeping your investors yours, is the one nobody else sells.
A guided investor checkout on your domain that people actually finish. Every account type, every funding rail, never our hands on the funds.
Amount, suitability, documents, e-signature, funding: one streamlined pass, branded to you.
ACH with Plaid verification, wires, cards via Stripe, checks, and self-directed IRA funding.
Individual, joint, entity, trust, and custodian/IRA profiles, each with the right paperwork.
Regulated escrow providers wired into the offering workflow when your raise requires one. We never hold funds.
Roughly 40 configurable provisions, composed per offering into an enforced, audit-trailed workflow. Your attorney sets the bar; the engine holds it on every single investment.
Identity verification, watchlist and sanctions screening, and adverse-media checks through providers like Onfido and Jumio, plus entity KYB and Rule 506(d) bad-actor screens at launch.
VerifyInvestor, Parallel Markets, and CPA-letter accreditation with expiration tracking; suitability questionnaires; Reg CF income/net-worth limits; cooling-off and residency rules.
Human review dashboards for exceptions, 7-year recordkeeping, and a complete activity log on every investment. It's the paper trail your auditors and regulators expect.
Offering templates: Reg D 506(b) · 506(c) · Reg A+ T1/T2 · Reg CF (via partner intermediary) · Reg S · intrastate
The raise ends. The relationships don't. This is the layer that turns one raise into a capital program. And it's all yours, exportable anytime.
Portfolio, documents, offering progress, and secure messaging under your brand.
ACH distributions, capital calls, waterfall math (IRR, MOIC, DPI), and capital account statements.
K-1s, 1099s, statements, and reports bulk-delivered to every investor's secure vault.
HubSpot and Salesforce sync, campaign tooling, and your full investor list exportable any day, no questions asked.
REST API v2 with full CRUD, real-time webhooks, and Node/Python/PHP SDKs. Everything the platform does, your systems can drive.
# pushed to your endpoint in real time event: "completed_investment" offering: "fund-ii-506c" amount_cents: 5000000 profile: "inv_48213" # → synced to your CRM event: "checkout_started" event: "distribution_account_created"
SOC 2 Type II. ISO 27001. GDPR. 256-bit encryption. Role-based access, 2FA, and audit logs on everything. Bank-grade wasn't a metaphor. A bank ran its raise here.
Apply in three fields, or see the whole engine live in thirty minutes.