Key Features
Feeling Overwhelmed by Investor Management? We’ve Got You Covered.
Easy Setup
Getting set up is quick and simple - No matter the number of investors
01
Create Your Account
Expertly promoting and selling your property to attract qualified buyers.
02
Upload Your Investor Data
Easily upload your investor information one at a time, by uploading a CSV file or by using our One-Click Sync to pull data directly from your crowdfunding campaign.
03
Add Valuations
Add valuations from your past rounds so investors portfolios can update with estimated values.
Additional Perks
Communicate with shareholders, conduct voting, and manage SPVs - All from one platform
Bulk Messaging
Send updates, announcements, or custom messages to all shareholders in seconds. No need for multiple email chains or external tools—everything is now in one place.
Proxy Votingement
Create proposals for corporate actions and collect votes on them directly through the platform. Once voting concludes, you can view real-time results.
SPV Management
Add and manage SPV investors directly within the platform, ensuring that all shareholder information is up-to-date and accurately reflected on your cap table.
Pricing
More investors doesn’t have to mean higher costs.
Get Started!
