How it works

1. Investors

Sponsor (Lead Investor/Administrator) creates Investors in their Sponsor Portal. Investors receive login credentials.

2. Projects or Investments

Sponsor uploads projects and investor activity to their Investor's Portal.

3. Communicate

Sponsor shares documents, investor activity ledger, and messages to 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 own portal, easily managed and securely archived all in one place.

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