You’re offline. This is a read only version of the page.
Manage your entire capital raise in one place — accreditation, subscriptions, capital calls, distributions, and AI-powered reporting. Built for GPs who move fast.
No credit card requiredAlready have an account? Sign in
Investors can hold as Individual, LLC, Trust, IRA, or LP — each entity tracked separately with its own accreditation status, bank account, and K-1.
Upload and review accreditation docs inside the portal. Automatic expiry tracking, renewal reminders, and a sponsor review queue — no third-party tool needed.
Issue capital calls, process distributions, and calculate waterfalls automatically. Pro-rata splits, preferred returns, and GP promote — all in a few clicks.
Generate professional quarterly investor reports with one click. GPT-4 drafts the narrative from your deal data. Review, edit, and publish directly to your investors.
Track your investors' 1031 deadlines alongside your open deals. Automatic 45/180-day countdowns with matched deal recommendations when timing aligns.
Subscription agreements go out via DocuSign the moment an investor commits. ACH distributions via Dwolla. Bank verification via Plaid. All stubbed and ready.
Create your sponsor account in minutes. No credit card, no setup fees. Your investor portal is live immediately.
Import your existing investor list via CSV or invite investors directly. Create your offering and set your waterfall structure.
Investors browse deals, reserve spots, commit capital, and sign docs — all inside your branded portal. You see everything in real time.
Issue capital calls, process distributions with one-click waterfall calculations, and send AI-generated quarterly reports to all investors at once.
For syndicators getting started
Pricing available at launch
For active syndicators scaling up
Pricing available at launch
For funds and large syndicators
Custom pricing