Run every co-investment like an institutional lead
Establish investment groups, invite members, coordinate capital commitments, and manage the full deal lifecycle — from sourcing to signed subscription — in one workspace.
- Configurable group structures and permissions
- Member invitations, allocations, and commitments
- Integrated communications and deal updates
- End-to-end closing and post-close reporting
SPV-ready
Group structures
Real-time
Commitment tracking
In-platform
Member communications
Audit-log
Every action tracked
Capabilities
Everything you need, built for enterprise workflows
Member invitations
Invite co-investors with tailored roles, permissions, and per-member allocation caps.
Deal sourcing
Surface opportunities from your network and the wider Bright Capital pipeline.
Capital coordination
Track soft-circles, commitments, wires, and reconciliations against target allocation.
Deal-room communications
Threaded updates, Q&A, and file sharing scoped to each opportunity.
Subscription workflow
Template docs, e-signature, and accreditation checks for every participant.
Post-close reporting
Share performance, updates, and distributions with your group over time.
Compliance-first
Reg D 506(b)/(c) and Canadian NI 45-106 flows built in from day one.
Group governance
Voting, quorum, and information rights configurable per group.
Workflow
How it works
01
Establish
Create a group with structure, thesis, and access rules.
02
Invite
Onboard members with role-based permissions.
03
Coordinate
Circulate deals, collect commitments, and finalize allocations.
04
Close & report
Execute documents, log wires, and share performance updates.
FAQ
Frequently asked
Can I run this as an SPV?
Yes — coordinate SPV formation with our vetted partners directly in-platform.
Can members participate anonymously?
Members can be visible to the lead only, or shared across the group — you control it.
Do you support Canadian workflows?
Yes — NI 45-106 accredited, eligible, and offering memorandum flows are all supported.
Ready to move faster on lead investment groups?
Talk to our team about rolling this out at your company.