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KEY FEATURES
Fundraising Automation | |
|---|---|
Online Offering Pages | Present your next offering in a customizable offering page. |
Offering Doc Vault | Securely share your offering documents in an easy to use investor interface. |
Professional Invitations | Automated offering email invitation templates will give your offering a professional appearance. |
Personal Notes | Any automated invitation can include a personalized note to add a personal feel. |
Track Engagement | Track the status of any investor's invitation. Have they read the email? Viewed the offering? |
NDA Protection | Put your offering page behind your NDA for added protection. |
Accreditation Status | Prompt your investor's to make an accreditation representation before submitting a commitment request. |
Investor KYC | Have investors provide their KYC information for legal and tax document preparation. |
Collect Commitments | With a few clicks investors can review your offering, its documents, and submit a commitment request. |
Investment Management | |
|---|---|
Transaction Management | Create, edit, and publish commitments, capital calls, contributions, distributions with a few clicks. |
Transaction Statements | Attach a statement to any transaction for investor reference. (eg. Distribution Summary) |
Investor Snapshot | For any investor you will have a view of their investments, transaction history, documents, and KYC detail. |
Configurable Email Templates | At setup, automated notifications can be customized to match your styling, branding, and tone. |
On the Fly Notifications Edits | For any notification you can add a personal message to provide a bit more color and personal feel. |
Investor Reports | Easily upload and email periodic project updates and investor reports. |
Notification Statuses | For any email notification see whether it has been received or read. |
Communication History | Readily view notification history for any issued notification. |
Affiliate Notifications | Specify a related party to any investor to also receive key event notifications and documents. |
Security | |
|---|---|
Data & Document Security | Conformity and support of industry standards of data and application security |
Notification Archive | All issued notifications are stored remotely until you choose to delete them. |
Data Backup and Restore | With periodic offsite backups, you can always reset your portal to a prior date. |
Advanced Passphrase Login | Flote requires "strong passwords" for added security (see blog post for detail) |
Resources & Support | |
|---|---|
On Demand Tutorials | Online training videos for all major features and flows. |
24/7 Customer Support | 24/7 tech and customer support. |
Extra Mile Support | From co-gp opportunities to syndication pitfalls we are happy to share our network and experiences. |
Investor Portal | |
|---|---|
Branded Investor Portal | Give your investors a modern portal branded to your company with your logo and marketing images. |
Investor Dashboard | Each investor is presented with a dashboard that summarizes their portfolio and key statistics. |
Investor Doc Vaults | Secure, investor specific doc sharing. Investment reports, legal docs, tax statements, etc. |
Mobile Optimized | Allow your investors to skip the computer and use their phone or tablet instead. |
Investment Details | Transaction details, documents, account balances, and property details in one place. |
Transaction History | Exportable transaction history and statements for any investment. |
Investor Affiliates | Investors can add affiliates (for example spouses) to also receive investment communications. |
Investor Profiles | Investor profiles along with investing entity details are reviewable by an investor at any time. |
New Offerings | Investors are displayed any offerings they are currently invited to. |
< $25 milion AUM*
$250
per month
No Set Up Fee
$25+ million AUM*
$400
per month
No Set Up Fee
* AUM = equity under management that is serviced through your portal.
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