Be compliant from the get-go with a software that builds in compliance at every opportunity. Using our offering memorandum wizard, you can configure offering types by Reg D 506(b), 506(c), Title III, Reg S, Reg A, and more. You can even apply multiple offering types while raising capital for a single deal or a fund.
Offer your investors a smooth process for accreditation through your portal when needed and manage control over which deals investors can gain access to reviewing and investing in.
Get your investors to check all the boxes before making any moves. We’ll ensure every investor consents to your terms and has reviewed any required information before being able to invest on your portal.