Meet the unique challenges of equity and ownership with a modern platform that enables you to operate, communicate, and engage all in one place.Request Demo
Whether you are fundraising, sharing private documents or reporting to investors, we will be with you every step of the way to save you time and delight your LPs.
"Every one of our investors had a very positive experience with the interaction and the interface, and the quality of the site, the ease in which they could navigate and access their information. And they were really excited that we took the initiative to create that platform."
Jim Paterno, Founder - Stockton Real Estate Advisors
Digitize your proxy voting process with custom workflows that allow your shareholders to access, vote and submit all in one place.
Deliver your message to the right people at the right time. Personalize based on any tag or filter, and give your shareholders the engaging experience they expect.
Create an unparalleled ownership experience by providing your shareholders a modern, private environment that highlights ownership value and company vision.
Maximize growth opportunities by streamlining your back-office operations while simultaneously building an unparalleled, modern experience for shareholders.
Send personalized group emails to filtered cohorts of shareholders, employees, and partners. Share performance reports, tax documents, and company updates with ease.
Create liquidity between employees, shareholders or newly invited participants in your private trading environment.
View your Capital Account to see key fund metrics, quickly view and download quarterly statements, and track events and transactions like capital calls.
Manage multiple funds and entities all in one place. Filter and sort by fund type, investment size, and custom tags.
Delight your investors with a single environment to view fund performance, monitor company updates, and quickly access important documents like K-1s and quarterly statements.