Customize Your Syndicate Portal
To your investors, our platform is just an extension of their experience working with you. Share prospective deals, send reminders, and get your investors into your branded syndicate portal to take action. (*Only For Syndicately Custom Portal Plan)
Share deal details, and watch interest and commitments come in from your network – before you initiate the SPV. Once you have sufficient interest, we can get your SPV entity formation started and your investors' commitments transferred with a single click.
We take on the taxes, distributors, and maintenance for the life of your investment including K1s, making things easier for you and your back office every year. Yes, K1s for every LP invested in your SPV.
Get a unique deal page for each of your investments. Manage all aspects of each SPV opportunity with a unique invite link, data room, capital, fee calculator, accounts and documents tables. Message, update or remind your investors with just one click.
Easily manage your syndicate members including who can access your deal portal, allow new users to request access to the portal, and invite specific members of your group to deals you think they will be interested in. (*Only For Syndicately Custom Portal Plan)
In under 15 minutes, your investors can set up an investor profile as an individual, entity, or trust. Once set up, have peace of mind that everyone is KYC’d with tax information on file and linked funding sources for your current deal, and any in the future.
We provide ready-to-go templates for investors and managers to spin up operating agreements, subscription documents, and private placement memorandums. Using profile details we can auto populate documents that simply require a signature.
Automate Flow of Funds
At close, our system automatically begins to transfer funds into a dedicated bank account opened for the SPV. Once all funds have settled in the account, we facilitate the flow out to the target investment opportunity.
Book a 30 min Live Demo