Configure the round
Define loan amount, maturity, discount, valuation cap, interest and conversion triggers.
Collect subscriptions
Onboard investors, share documents, collect commitments and process funding.
Administer the loan
Track investor positions, balances, documents, interest and lifecycle events.
Handle conversion
Support conversion, repayment or extension workflows with clear investor communication.
Best suited for
Startup finance platforms
Private growth rounds
Crowdfunding operators
Venture-style investment products
Relevant platform capabilities
Round configuration
Digital subscriptions
Document management
Investor register
Payment tracking
Conversion event workflow
Notifications
Reporting