Add new investors in seconds as well as allow them to opt in through your website.
Share new offerings with investors or JV partners with the click of a button.
Our revenue tracking tool allows you to share your updated performance right within the software.
Host footnotes within the software to quickly reference what your plan is to keep on budget.
Provide investors with a platform to reach out along the way with questions on performance, documents, and so on.
Keep track of performance statements, K1’s and other updates right within each investor account.