Faster syndication,
better relationships
Accelerate your business with a custom investor portal and reporting tool designed for real estate investment firms
Core
features
01
Relationship Management
Get the most out of every relationship with a platform designed for real estate investors.
02
Easy Reporting
Save time with automated accounting, transaction management, investment reports, and super fast K1s.
03
Investor Portal
Elevate your LP user experience with a customized self-serve portal for investors.
04
Fast Onboarding
Hit the ground running with our simple, cloud-based software that is easy to implement.
150+
investment managers
$2B
in capital transactions
$10B
in AUM
Investment accounting & reporting
– Track commitments, contributions, and distributions
– Calculate capital accounts and investor returns
– Manage investor communications and documents
– Calculate capital accounts and investor returns
– Manage investor communications and documents
Investor portal
– Provide investors one login to access all their investments
– Securely deliver K1s and other sensitive documents
– Enable investors to visualize and interact with their investment performance
– Securely deliver K1s and other sensitive documents
– Enable investors to visualize and interact with their investment performance
Fundraising automation
– Accelerate process with integrated data rooms
– Close quickly with online subscriptions and e-signatures
– Offer easy ACH funding options to investors
– Close quickly with online subscriptions and e-signatures
– Offer easy ACH funding options to investors
Compliance and security
– Effortlessly track distributions of all materials and email open tracking
– Rest easy bank-grade security practices protecting your data
– Securely gather and manage sensitive data from investors
– Rest easy bank-grade security practices protecting your data
– Securely gather and manage sensitive data from investors
CRM
– Create a unified repository of all prospective investors
– Schedule and track investor outreach
– View investor accounting data in one place
– Schedule and track investor outreach
– View investor accounting data in one place
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