Run invitation-only rounds with institutional-grade rigor
Structure exclusive investment opportunities for a curated audience — secure deal rooms, member invitations, document sharing, capital commitments, diligence workflows, and full closing management, all in one place.
- Invitation-only, permissioned deal rooms
- Templated diligence and Q&A workflows
- Soft-circles, commitments, and wire tracking
- E-signature-ready subscription documents
Private
Invitation-only access
Real-time
Commitment tracking
Templated
Diligence workflows
Compliant
Reg D 506(b)/(c) & NI 45-106
Capabilities
Everything you need, built for enterprise workflows
Secure deal rooms
Provision permissioned workspaces per opportunity with per-file access controls and audit logs.
Investor invitations
Invite curated members with tracked access, tiered visibility, and per-member allocation caps.
Document sharing
Distribute term sheets, financials, and legal documents with watermarking and versioning.
Capital commitments
Collect soft-circles and firm commitments; reconcile wires against target allocation in real time.
Due diligence workflows
Coordinate diligence tasks, Q&A threads, and expert reviews within a structured pipeline.
Progress tracking
Live dashboards for round velocity, commitments, and outstanding items across every member.
Closing management
Subscription docs, accreditation checks, and e-signature workflows tied to each participant.
Compliance-first
Reg D 506(b)/(c) and Canadian NI 45-106 flows with jurisdiction-aware safeguards.
Workflow
How it works
01
Structure
Configure the round, terms, target allocation, and access rules.
02
Invite
Curate members, assign tiers, and grant scoped deal-room access.
03
Diligence
Share materials, run Q&A, and coordinate expert reviews.
04
Close
Collect commitments, execute documents, and reconcile wires to close.
FAQ
Frequently asked
Can I restrict access to certain members?
Yes — deal rooms support per-member visibility, allocation caps, and role-based permissions.
Do you support SPV formation?
Yes — coordinate SPV setup with our vetted legal and admin partners directly on-platform.
Is this compliant across global jurisdictions?
Yes — Reg D 506(b) and 506(c), Canadian NI 45-106, and equivalent private placement frameworks used across Europe, the UK, the Middle East, Asia, Africa, Latin America, and Oceania are supported out of the box.
Ready to move faster on launch a private investment round?
Talk to our team about rolling this out at your company.