Professional services for the full investment lifecycle
From verification and legal documentation to tax, reporting, capital calls, and education — the operational backbone modern investors expect.
- Investor verification and accreditation
- Legal, diligence, and compliance support
- Tax documents, capital calls, and reporting
- Ongoing education for angels through institutions
US & CA
Verification flows
Tax-ready
Statement exports
In-platform
Capital call tracking
Practitioner-led
Investor education
Capabilities
Everything you need, built for enterprise workflows
Investor verification
Streamlined accreditation and eligible-investor verification for U.S. and Canada.
Legal documentation
Template subscription docs, side letters, and NDAs vetted by venture counsel.
Diligence support
Curated diligence checklists, templates, and analyst-supported workflows.
Tax document management
K-1s, T5008s, and other tax artifacts organized and export-ready.
Portfolio reporting
Investor-grade statements, IRR, and cohort reports on demand.
Capital call tracking
Track LP capital calls, distributions, and drawdowns across every commitment.
Compliance resources
Guides and templates for Reg D, NI 45-106, and cross-border compliance.
Investor education
Curriculum spanning venture fundamentals to advanced structuring.
Workflow
How it works
01
Onboard
Complete verification and connect your investments.
02
Operate
Use legal, tax, and compliance tools throughout the year.
03
Report
Deliver statements and updates to your stakeholders.
04
Learn
Level up with curated investor education.
FAQ
Frequently asked
Are these services included in my plan?
Core services are included; specialty services are available a la carte or on higher plans.
Do you handle U.S. and Canadian tax documents?
Yes — including K-1s, T5008s, and other common venture-related artifacts.
Can I bring my own service providers?
Absolutely — the platform integrates with your existing counsel, accountants, and admins.
Ready to move faster on investor services?
Talk to our team about rolling this out at your company.