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...
Perfect for supporting your raise onboarding.
Onboarding, E-Sign, Data Room, Acquire I.D. KYC/AML, KYB, Accreditation
Do it all! Perfect for emerging / mid size funds
Onboarding, E-Sign, Data Room, Acquire I.D. KYC/AML, KYB, Accreditation
Do it all! Perfect for emerging / 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.
Frequently Asked Questions
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Simplify Investment Operations for Private Offerings
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