Investment Engine
Keep capital raising and investor operations connected.
See what is holding up funding
Follow each investor’s checks, documents and payment progress in one process. Identify the outstanding action and the responsible team before an application sits unanswered.
Connect money to the investment
Link payment confirmations to the right investor and offering. Give finance a clear basis for checking what has arrived, what is still expected and what needs investigation.
Continue service after closing
Keep holdings, investor documents and distributions connected after the investment is made. Help operations and investor relations answer questions using the same investment history.
THE INVESTMENT JOURNEY
The Six Steps of Digital Capital Formation
Follow an investor from the first application through funding, ownership and ongoing service. Each stage shows what your team needs to confirm and what the investor can expect.
Collect identity information and the evidence needed for the offering. Show the team which checks are complete and what still needs review, so the investor receives a clear next step.
Investor application
Verified- Identity checked
- Evidence recorded
- Investor category reviewed
- Requirements met
- Application reviewed
- Ready for document checks
Verification relates to the requirements of this offering; another product may require different checks.
Illustrative product view
Effortless, Compliant Capital Formation
