Investment Engine
The complete, full-stack infrastructure to power compliant, transparent, and modern capital formation.
The Barriers Digital Investment Engine Breaks
The Six Steps of Digital Capital Formation
STEP 1
Onboarding
STEP 2
Compliance
STEP 3
Funding
STEP 4
Management
STEP 5
Distributions
STEP 6
Liquidity
Unified Onboarding & Verification
A frictionless, compliant onboarding experience for your investors.- Integrates with Alloy, Plaid, and other top tier providers for instant KYC/AML.
- Automated digital accredited investor verification for Reg D investors.
- Auto-calculates accreditation limits for Reg CF compliance.
Foster investor conversions. Transform onboarding from a bottleneck to an automated flow.Automated Compliance & Signing Layer
Digitize the entire filing and document lifecycle.- Auto-generated templates for SEC filings (Form C / Form D).
- Smart document builder for subscription agreements and investor certificates.
- Immutable audit logs and reporting for every action.
Launch compliant offerings with zero friction and dramatically reduce regulatory risk.Integrated Payments & Smart Escrow
All payment rails, one seamless and reconciled flow.- Connects card, ACH, wire, and crypto rails in a single checkout.
- Funds automatically route to regulated escrow accounts.
- Real-time tracking and automated refunds if targets aren't met.
Eliminate manual reconciliation. API-level tracking for a fully auditable fund flow.Post-Investment Management Suite
Give investors real-time visibility into their holdings.- Dynamic cap tables synced with smart contracts or transfer agents.
- Secure, white-label valut for communications, reports, and K-1s.
- Role-based dashboards for issuers, admins, and investors.
Build investor confidence and dramatically reduce support tickets with a professional, transparent portal.Automated Distribution Engine
The modern back office for investor payouts.- Automated dividend and distribution engine.
- Supports both on-chain and off-chain (ACH/wire) payouts.
- Full reconciliation and reporting for issuers and investors.
Eliminate spreadsheet-based payout management and deliver timely, accurate returns.Tokenization & Liquidity Readiness
A future-proof platform ready for digital liquidity.- Tokenization module turns your compliant securities into digital assets.
- Smart contracts represent investor ownership and sync with off-chain compliance data.
- Ready for integration with registered ATSs (tZERO, InvestX Markets).
Offer investors a clear path to future liquidity and position your platform for the future of finance.
Effortless, Compliant Capital Formation
Bridging compliance and user experience - from onboarding to tokenization, everything works seamlessly.
