Raise Money Easily
Invite investors with one click. Professional onboarding included.
Send Invites
Add multiple emails or import from contacts
Sarah Chen
Former Colleague
$50,000
Michael Ross
Business Partner
$125,000
Jennifer Park
Industry Contact
$100,000
David Kumar
Family Friend
$5,000
Investor Experience
Welcome to [Your Fund Name]
Professional investor portal
Performance
+12.4% YTD
Investors
47 Active
Professional Standards
Built for professional investors
Secure Portal
Bank-level security for sensitive documents
Instant Onboarding
Digital signatures and streamlined process
$0
Total Raised
4
Active Investors
24 hrs
Average Close Time
1. Send Invites
Email or SMS to your contacts
2. They Review
Professional portal with all fund details
3. Investment Complete
Digital signatures, streamlined process
Investor Onboarding on Autopilot
From application to verified investor — fully automated, fully compliant.
Application Submitted
Step 1
Investor fills out a simple online form with personal and financial details.
Keep Investors Informed
Quarterly reports, K-1s, and NAV calculations
Live Reporting Dashboard
Fund AUM
Live tracking
0
Active Investors
Live tracking
0
YTD Return
Live tracking
0.0%
Investor Portal
Q3 2024 Report Available
Professional quarterly report ready
NAV Update
Oct 31st
K-1 Ready
Mar 15th
Automated Reports
Generated automatically on schedule
Professional Format
Industry-standard reporting templates
Always On Time
Never miss regulatory deadlines
100%
On-Time Delivery
3
Report Types
24/7
Portal Access
1. Generate Reports
NAV calculations and quarterly updates
2. Review & Approve
Professional formatting and compliance check
3. Distribute to Investors
Automated delivery through investor portal