Create the opportunity
Set up the private offer, documents, investor eligibility, access rules and subscription terms.
Invite investors
Provide secure access to selected investors and manage the communication flow.
Collect subscriptions
Track applications, documents, signing, payment status and allocation decisions.
Maintain reporting
Provide investor updates, documents, statements and ongoing administration.
Best suited for
Private capital platforms
Growth companies
Investment firms
Professional investor networks
Relevant platform capabilities
Private deal room
Investor invitations
Access control
Document sharing
Digital signing
Subscription tracking
Allocation workflow
Investor reporting