Pricing

Simple and Transparent

Simple pricing with no hidden fees. It’s free to start — easy to plan for!
Private Registered Funds, VCs, Private Equity, SPVs, and more...

Staging Account

Try it out, request a test account now.

Free
Included Consumables
0
Investors
1
Offerings
1
Seat(s)
+
Add consumables
Entire Platform

(staging only)
Managment Portal
(staging only)
Investor (LP) Portal
(staging only)
Setup & Draft offerings
Self-import + Stage
Legacy fund data
Get started
Plus - Onboarding Suite

Perfect for supporting your raise onboarding.

$3,000/year
Included Consumables
25
Investors
1
Offerings
3
Seat(s)
+
Add consumables
All items in Free level
Advisor (RIA) Portal
Live Publishing
Module A -
Onboarding, E-Sign, Data Room,  Acquire I.D. KYC/AML,  KYB, Accreditation
Get started
Professional

Do it all! Perfect for emerging to mid size funds

$5,500/Qtr
Included Consumables
150
Investors
3
Offerings
5
Seat(s)
+
Add consumables
All items from previous
Module B -
Investor Relations, Simple CRM, & in app Messages
Module C -
Banking, Settlement, TransactionsSmart-Share issuance &live Smart-Contracts
Module D -
Capital Calls, Fees, Expense mgmt
Get started
Institutional

Great for fast growing funds Or multiple SPVs

$35,000/year
Included Consumables
350
Investors
6
Offerings
7
Seat(s)
+
Add consumables
Everything from Pro Plan
+ A big price break for growing with us!
Contact Us
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Consumables
+ 1 Seat

Add a team member seat for internal users or external vendors.
Control their permissions and expand circle.

$100/QTR
$300/Year
+ 10 Investors

Add a pack of investor slots, each investor comes with a KYC/AML and Accreditation processing. Each investor gains their own onboarding passport. Ask about the Acquire I.D.

$150/QTR
$500/Year
+ 1 offering

Launch a new fund, SPV or other investment vehicle by adding another Offering slot to your account.

$2,000/QTR
$7,500/Year
Setup Costs
Guided Setup (One Time)

Add a team member seat for internal users or external vendors.
Control their permissions and expand circle.

$2,500/one time
Banking & Transaction Automation Setup (One time)

Add full featured transaction automation and unlock the system’s full potential with automatic status updates and settlmements.
Investors and Managers experience real-time updates.

$3,000/one time per offering
Legacy Fund Migration Services

Book a meeting to request a quote for migrating legacy data from previous funds and systems. Auditor partner services available.

Ask for details
SPV Plus

Perfect for your raise.
(SPV Size: Under $1m)

$3,500/year
Included Consumables
25
Investors
1
Offerings
2
Seat(s)
+
Add consumables
Live Publishing
Module A -
Onboarding, E-Sign, Data Room,  Acquire I.D. KYC/AML,  KYB, Accreditation
Module B -
Investor Relations, Simple CRM, & in app Messages
Module C -
Banking, Settlement, Transactions Smart-Share issuance & live Smart-Contracts
Module D -
Capital Calls, Fees, Expense mgmt
Get started
SPV Pro

Bigger Deals, Better Deals.

(SPV Size: $1m-$5m)

$5,500/year
Included Consumables
50
Investors
1
Offerings
2
Seat(s)
+
Add consumables
Live Publishing
Module A -
Onboarding, E-Sign, Data Room,  Acquire I.D. KYC/AML,  KYB, Accreditation
Module B -
Investor Relations, Simple CRM, & in app Messages
Module C -
Banking, Settlement, Transactions Smart-Share issuance & live Smart-Contracts
Module D -
Capital Calls, Fees, Expense mgmt
Get started
SPV Institutional

Great for fast growth, & multiple SPVs  
(SPV Size: Under $5m)

$30,000/year
Included Consumables
350
Investors
6
Offerings
4
Seat(s)
+
Add consumables
Everything from SPV Pro Plan
+ A big price break for growing with us!
Contact Us
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SPV Consumables
+ 1 Seat

Add a team member seat for internal users or external vendors.
Control their permissions and expand circle.

$100/QTR
$300/Year
+ 10 Investors

Add a pack of investor slots, each investor comes with a KYC/AML and Accreditation processing. Each investor gains their own onboarding passport. Ask about the Acquire I.D.

$150/QTR
$500/Year
+ 1 offering

Launch a new fund, SPV or other investment vehicle by adding another Offering slot to your account.

$3,500/Yr (under $1m)
$5,500/Yr ($1m-5m size)
Portal Setup Costs
Guided Setup (One Time)

Add a team member seat for internal users or external vendors.
Control their permissions and expand circle.

$2,500/one time
Banking & Transaction Automation Setup (One time)

Add full featured transaction automation and unlock the system’s full potential with automatic status updates and settlmements.
Investors and Managers experience real-time updates.

$3,000/one time per offering
Legacy Fund Migration Services

Book a meeting to request a quote for migrating legacy data from previous funds and systems. Auditor partner services available.

Ask for details

Features List + Fund Plan Comparison

Take a deeper look at what you get with each plan.

Onboarding Suite only

Perfect for onboarding investors for your raise, any fund or SPV.

Get started
Professional

Perfect for Funds with 3 or less product offerings

Get started
Institutional

Perfect for Funds with 4 or more product offerings

Contact Us
Issuer Management Portal - The most comprehensive, automated & intuitive platform to build, manage, and launch your products
Platform & Offering Setup
Show/Hide
White Labeled
(your brand & colors)
SPVs, Registered Private Investment funds 506’s and more
Offering Builder + Staging
Offering Settings & Compliance Workflows
Offering Display Edit control
NDA - Gate Offering Access
Upload your own or use our standard template
Legacy Data import
* Download & Export all views as CSV
Institutional Grade Infrastructure + API integrated partners
Architecture built for Scale
ATS Compatible Share technology

Future proof assets for liquidity optionality
Investor Onboarding & Acquire I.D.
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* Onboarding Suite + Investor Passports
* E-Sign Suite

Built in document signing tools
* Data Room - Auto-Filing
Automate Clerical load, Secure “dropbox style”
Prospect Managment
Track investors in their early review stages
KYC, KYB / AML
Initial profile creation check + monitoring
Accreditation - Self Certify
Accreditation - Auto-Verify
Optional Auto Legal Checks for; income, Net-worth, License, Letter, Employee
Soft Commitments & Interest
Onboard & Test the waters
Manual Investor onboard & creation
Optional for investors that dont use the platform
Investor Tracking
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* Cap Table Tracking
Enhaved verification via blockchain
Investor Tracking
Includes CRM Status Features
Secure Messaging & Notifications
CRM & Investor relations - direct messages
Banking & Transactions
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* Transaction Tracking Tables
Incoming Wires, & ACHs via Plaid
Transaction Processing & Status
Live transaction status updates
Escrow Account & Banking
* Banking Automations
Automate portfolio updates
Automated Settlement
Instant Membership Interest Shares Issuance
Optional: Manual Shares Issuance
Digital Securities Offering
Smart contract powered settlement
Digital Securities Custody
Users have secure custodied securites wallets
Capital Call Suite & Side Letters
Show/Hide
* Capital Call Suite (build and launch)
Auto-generate/send notices
Fee Management
+ Capital Call integrated
Expense Management
+ Capital Call integrated
Basic Reports & Notices Generation
+ Capital Call integrated
Track Side Letters & Sub-Offerings
+ Capital Call Integrated
Offering Insights
Show/Hide
Dynamic Data Dashboards
View investments over time
View investments by type
Track User actions, Manage Vendor & Team permissions
Show/Hide
Employee/Agent Permissions
Data Sharing Controls
Activity & User history log
Historical record of all team and user actions
Investor (LP) Portal - the best LP & investor experience on the private market!
Onboarding, Profile & Account Management
Show/Hide
White Labeled
(your brand & colors)
* Download all views as CSV
* Acquire I.D. Passport
Onboard once for any offerings (KYC/AML +)
Investor Verification

KYC/AML, KYB, & Accreditation systems
* E-Sign
Sign subscription docs and more
Investor Controlled Profiles
Update user details for tax purposes
User Auth & Security
Guided processes w/ Compliance
User is guided from requirement to requirement for participation & Compliance
Advisor & Representative history log
Historical record of all representatives actions
Review Offerings & Track Portfolio
Show/Hide
View Standardized Offering Details
Offering docs, Terms & Overview review pages
* Data room & Document Sharing
Store and Review offering documents & personal account documents
Portfolio Viewer
Detailed asset ownership reporting
Account & Capital Balance overview
Calendar & Events
* Internal Secure Messaging
Directly connect to the fund managment team
Funding, Commitments, & Transactions
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Interest & Commitment management
* Link Funding Accounts
ACH via Plaid & Wire Accounts
* Invest, Transact, Track,
ACH / Wires & auto-settlement
Notify & Fund Capital Calls
Fund Investments with Crypto
(optional at fund’s discretion)
Notifications & Guided Messages - users receive messages along their journey to provided guidance and confirmations of actions
Show/Hide
Email Notifications
Text Notifications
In Message system notifications
Investor Reporting - Live updated reports, Generate Reports, Notices & Requests
Show/Hide
Personalized Investment Summary
Ownership Report
Membership interests live update in portfolio
Aggregated Ownership Report

Ownership status across all funds & issuers
Capital Call Notices & Summaries
Advanced Reporting - Coming Q4
User is guided from requirement toNAV, Net income, ILPA, Tax Prep & Distribution
Advanced Notices - Coming Q4
Advisor & Representative Portal - Perfect for RIA’s or legal partners, guardians and business partners to co-manage an account
Show/Hide
Invite Investors / Clients
Advisors can manually onboard or invite clients
Manage & Request Permissions
Manage client accounts
Advanced Notices - Coming Download all views as CSV
Invoicing & Billing - flexible to fit your accounting, payment and management preferences
Show/Hide
Automate your platform payments
Live KYC monitoring & auto adding consumables
Request Invoice & manual payments
Account Team - we are with you every step of the way to help you maximize your platform capabilities
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Dedicated Account Executive
Pro-Guided setup
Dedicated Technical Support Team
Onboarding Suite only

Perfect for onboarding investors for your raise, any fund or SPV.

Get started
Professional

Perfect for Funds with 3 or less product offerings

Get started
Institutional

Perfect for Funds with 4 or more product offerings

Contact Us

Frequently Asked Questions

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