How it works

1. Sponsor (Syndicator)

Sponsor creates Projects and Investor Portals quickly and easily in their own Sponsor Portal.

2. Investor

Investor is notified by Sponsor that their portal has been created.

3. Communicate

Sponsor shares investment documents, tax documents, and messages to their Investors. Investors view/download documents, see their investment activity and messages within their Investor Portal.

4. Relax

In minutes you've set up Investor Portals! Investors are notified when new documents are available in their portal, easily managed and securely archived all in one place.

Get Started