Close your next deal with speed

Manage all your deals in one platform, and eliminate the ongoing administration.

 
 

Standard

End-to-end execution on a deal-by-deal basis 

  • 1% of gross capital raised on each deal capped at a max of $10k ($2,500 minimum)
  • Entity Formation with an EIN #
  • Customized Investment Agreements
  • Instant Fund Transfers and SPV Bank Accounts
  • KYC/AML Checks / Compliance
  • Data Rooms
  • Manager of Your Own Deal
  • SPV Cap Table Management  
  • Flow of Funds Automation
  • Accreditation Checks
  • Fund accounting, K-1s & Taxes
  • Form D & Blue Sky Filings
  • Distributions
  • Dedicated Representative
 

Custom

Your brand is front and center for your investors. 

  • 1% of gross capital raised on each deal capped at a max of $10k per deal plus an access fee of $100/month 
  • Everything in Standard
  • Custom white-labeled deal portal with logo, brand colors
 

API

Our automation, your application, your user experience. 

  • Starting at $1k/month
  • Everything in Basic
  • Data Retrieval through API Endpoints
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