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 in both the U.S. and Canada?
Yes — Reg D 506(b) and 506(c) as well as Canadian NI 45-106 flows are built in from day one.
Ready to move faster on launch a private investment round?
Talk to our team about rolling this out at your company.