1. Deal Page Launch
Once you've made any final requests for changes, we launch the deal page. The process for the investor is digital and seamless.
Once you have confirmed commitments from your investors, you can invite them with custom deal terms.
They then log on, go through KYC / AML checks and invest. It's a fully digital, seamless process.
3. Collect Funds
Investors create an account (if they don’t have one), go through KYC/AML, sign and wire funds. You can track all incoming investments via your dashboard, and nudge investors who have not yet committed.
You may also opt to charge investors a fixed fee or a percentage of their commitment in addition to our fees.
Funds are held in a segregated, non-operating bank account.