Present new deals through an attractive landing page with the ability to upload pictures, share documents, receive soft commitments/offers, and more.
Track on going performance through your Deal Performance Dashboard. This acts as a dynamic Profit & Loss statement in which investors are able to get the full story of what’s taking place over each month and quarter throughout the deal.
Manage your relationships with investors with ability to take notes, record conversations, message through the portal, send deal update emails, and more. Easy to upload contact lists within your existing email campaign softwares.
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