< $25 milion AUM*
No Set Up Fee
$25+ million AUM*
No Set Up Fee
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.
Automated offering email invitation templates will give your offering a professional appearance.
Any automated invitation can include a personalized note to add a personal feel.
Track the status of any investor's invitation. Have they read the email? Viewed the offering?
Put your offering page behind your NDA for added protection.
Prompt your investor's to make an accreditation representation before submitting a commitment request.
Have investors provide their KYC information for legal and tax document preparation.
With a few clicks investors can review your offering, its documents, and submit a commitment request.
Create, edit, and publish commitments, capital calls, contributions, distributions with a few clicks.
Attach a statement to any transaction for investor reference. (eg. Distribution Summary)
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.
Easily upload and email periodic project updates and investor reports.
For any email notification see whether it has been received or read.
Readily view notification history for any issued notification.
Specify a related party to any investor to also receive key event notifications and documents.
Data & Document Security
Conformity and support of industry standards of data and application security
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.
* AUM = equity under management that is serviced through your portal.
Branded Investor Portal
Give your investors a modern portal branded to your company with your logo and marketing images.
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.
Allow your investors to skip the computer and use their phone or tablet instead.
Transaction details, documents, account balances, and property details in one place.
Exportable transaction history and statements for any investment.
Investors can add affiliates (for example spouses) to also receive investment communications.
Investor profiles along with investing entity details are reviewable by an investor at any time.
Investors are displayed any offerings they are currently invited to.