Sponsor (Lead Investor/Administrator) creates Investors in their Sponsor Portal. Investors receive login credentials.
Sponsor uploads projects and investor activity to their Investor's Portal.
Sponsor shares documents, investor activity ledger, and messages to Investors. Investors view/download documents, see their investment activity and messages within their Investor Portal.
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.