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...
Try it out, request a test account now.
(staging only)
(staging only)
(staging only)
Legacy fund data
Perfect for supporting your raise onboarding.
Onboarding, E-Sign, Data Room, Acquire I.D. KYC/AML, KYB, Accreditation
Do it all! Perfect for emerging to mid size funds
Investor Relations, Simple CRM, & in app Messages
Banking, Settlement, TransactionsSmart-Share issuance &live Smart-Contracts
Capital Calls, Fees, Expense mgmt
Great for fast growing funds Or multiple SPVs
Add a team member seat for internal users or external vendors. Control their permissions and expand circle.
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.
Launch a new fund, SPV or other investment vehicle by adding another Offering slot to your account.
Add a team member seat for internal users or external vendors. Control their permissions and expand circle.
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.
Full service escrow account supported by our partner bank and broker dealer with supportive diligence.
Anything and everything you need, way beyond tech support, the concierge will assist you in your day-to-day platform operations.
Book a meeting to request a quote for migrating legacy data from previous funds and systems. Auditor partner services available.
Perfect for your raise.
(SPV Size: Under $1m)
Onboarding, E-Sign, Data Room, Acquire I.D. KYC/AML, KYB, Accreditation
Investor Relations, Simple CRM, & in app Messages
Banking, Settlement, Transactions Smart-Share issuance & live Smart-Contracts
Capital Calls, Fees, Expense mgmt
Bigger Deals, Better Deals.
(SPV Size: $1m-$5m)
Onboarding, E-Sign, Data Room, Acquire I.D. KYC/AML, KYB, Accreditation
Investor Relations, Simple CRM, & in app Messages
Banking, Settlement, Transactions Smart-Share issuance & live Smart-Contracts
Capital Calls, Fees, Expense mgmt
Great for fast growth, & multiple SPVs
(SPV Size: Under $5m)
Add a team member seat for internal users or external vendors. Control their permissions and expand circle.
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.
Launch a new fund, SPV or other investment vehicle by adding another Offering slot to your account.
Add a team member seat for internal users or external vendors. Control their permissions and expand circle.
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.
Full service escrow account supported by our partner bank and broker dealer with supportive diligence.
Anything and everything you need, way beyond tech support, the concierge will assist you in your day-to-day platform operations.
Book a meeting to request a quote for migrating legacy data from previous funds and systems. Auditor partner services available.
Features List + Fund Plan Comparison
Take a deeper look at what you get with each plan.
Perfect for onboarding investors for your raise, any fund or SPV.
Perfect for Funds with 3 or less product offerings
Perfect for Funds with 4 or more product offerings
(your brand & colors)
Upload your own or use our standard template
Future proof assets for liquidity optionality
Built in document signing tools
Automate Clerical load, Secure “dropbox style”
Track investors in their early review stages
Initial profile creation check + monitoring
Optional Auto Legal Checks for; income, Net-worth, License, Letter, Employee
Onboard & Test the waters
Optional for investors that dont use the platform
Enhaved verification via blockchain
Includes CRM Status Features
CRM & Investor relations - direct messages
Incoming Wires, & ACHs via Plaid
Live transaction status updates
Automate portfolio updates
Instant Membership Interest Shares Issuance
Smart contract powered settlement
Users have secure custodied securites wallets
Auto-generate/send notices
+ Capital Call integrated
+ Capital Call integrated
+ Capital Call integrated
+ Capital Call Integrated
Historical record of all team and user actions
(your brand & colors)
Onboard once for any offerings (KYC/AML +)
KYC/AML, KYB, & Accreditation systems
Sign subscription docs and more
Update user details for tax purposes
User is guided from requirement to requirement for participation & Compliance
Historical record of all representatives actions
Offering docs, Terms & Overview review pages
Store and Review offering documents & personal account documents
Detailed asset ownership reporting
Directly connect to the fund managment team
ACH via Plaid & Wire Accounts
(optional at fund’s discretion)
Membership interests live update in portfolio
Ownership status across all funds & issuers
User is guided from requirement toNAV, Net income, ILPA, Tax Prep & Distribution
Advisors can manually onboard or invite clients
Live KYC monitoring & auto adding consumables
Perfect for onboarding investors for your raise, any fund or SPV.
Perfect for Funds with 3 or less product offerings
Perfect for Funds with 4 or more product offerings
Frequently Asked Questions
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Simplify Investment Operations for Private Offerings
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