All customer types

Investors & sponsors

A clearer record of the investment.

Give invited investors access to their own published information while keeping review and approval with the company.

Try a fictional company

01

Share the right information

Publish approved documents for the intended investor.

02

Track contributions and requests

Review capital calls against recorded contribution evidence.

03

Record the decision

Maintain approved allocation records, statements and signing requests with their supporting documents.

Available tools depend on the selected package, assigned permissions and completed service setup. Check feature availability.