Innovative real estate investor management software at a fraction of the cost.
Automate Investor Servicing
Elevate Your Brand
Organize Your Partnerships
$150 MM in Equity Under Management
1,000 Investor Positions
Who is this for?
Real estate entrepreneurs who want to stay organized, look professional, save time, raise capital, and improve their investor experience all without breaking the bank to do it.
What do you get?
A secure, web-based investor portal branded to your company, with your handpicked url, and customized for your investor audience.
Transaction Record Keeping
Our easy to use transaction creator will allow
you to create commitments, capital calls, contributions, and distributions to share with
your investors and team members.
Stylish Investor Interface
Optimized for mobile viewing, your investors will be able to see their investment history, deal details, property images, and documents in a carefully laid out interface.
Investor Specific Document Vaults
Store and share encrypted documents for each investor to access on demand via their own login so they don't need to reach out to you.
Real Time Ownership Tables
Get out of excel and let your portal serve as your project ownership system of record with investor names, contact information, investor entities, commitments, dates, %'s and supporting documents.
Automated Investor Notifications
Whether one at a time or all at once, let your investors know that a transaction has been recorded, document has been uploaded, or there is new offering to view with just a click of a button.
Customizable Offering Tool
Share offering details and documents, control invitations and access, collect investor details and collect commitment reservations through customizable online offering pages.
Investor relationships drive successful companies. We are always here to make sure your investors achieve the best experience possible.