Streamline Your Back Office

With a modern investor portal that increases team productivity and investor satisfaction

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Manage capital raising and investor relations from a single source.

Save time, contain overhead, and scale

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Stop sending checks

Collect equity contributions and send distributions electronically

Free up time to do more deals

Collect subscription documents and commitments from many investors in a few simple steps

Up your game, gain investor trust

Store general, tax, marketing, and legal documents in the cloud over a company-branded portal

Client Relationship Management

Groundbreaker at CrowdTrustDeed

The productivity increase, ability to execute better and provide a better customer experience is a direct result of our partnership with GroundBreaker and their software.

— Sandy MacDougall, President of Mortgage Vintage

Ready to simplify your work life and impress your investors?