Investor Portal
Give investors a clear answer to what happens next.
Make the investment understandable
Present the product terms, supporting documents and eligibility requirements in one place. Help investors review an opportunity and understand the information they need to provide before your team can accept their investment.
Show where the investment stands
Separate the application, funding, asset delivery and ownership milestones. Give investors a clear view of what is confirmed and what is still waiting, with an obvious next action when their input is needed.
Support the ongoing relationship
Keep holdings, payments, notices and statements accessible after the initial investment. Give investors a consistent place to check their portfolio and find documents without starting a new email exchange.
THE INVESTOR JOURNEY
Support investors throughout the relationship
Follow six stages from reviewing an opportunity to managing the investment and, where available, accessing a permitted trading venue.
Present your products with clear terms, supporting documents and participation requirements. Give investors the information they need to assess an opportunity before starting an application.
Published opportunity
Published- Product
- Example corporate note
- Offering documents
- Available to review
- Payment schedule
- Quarterly interest
- Participation requirements
- Shown with the product
A published opportunity is available to review; each investor still needs to meet its requirements.
Illustrative investor experience
Ready to elevate your investor experience?
