General Investor Web Portal Features
Custom “prospect engagement” website to engage investor prospects and introduce them to the company, the investment opportunity and the offering Tracked investor prospect access to all disclosure documents and SEC filings for providing full disclosure to investors. Clear calls to action to “Invest” in the Company or Fund. Efficiently managed subscription process including investor data aggregation, subscription document completion, accredited investor verifications (Reg D 506(c) only), and multiple payment rails for tendering subscription capital to the issuer. Investor relations capabilities allowing the issuer to share information with investors via news posts, documents, and customizable asset portfolio feature. Administrative management of the securities offering with process tracking, task management and CRM features. Regulation A and Regulation CF Investor Web Portals include transfer agent integrations for immediate and secure transfer of all relevant investor information to the transfer agent’s cap table management system.