Fund Management
Real Estate
Alternative Investments
Crowdfunding
Private Debt
Impact Investments
Private Equity
Onboarding, KYC, investing, contracts, payments and reporting in one white-label platform: your branding, your investors, your process.

Onboard: investors sign up through a guided flow with KYC built in.

Offer: you publish opportunities on your marketplace.

Sign and fund: contracts are signed digitally and paid through integrated payments.

Manage and report: investors follow everything in portal and app; your team reports and pays out from the admin portal.
Six modules take an investor from first visit to funded investment.

New investors get started on their own.
Investors sign up through a guided flow with clear instructions at every step. They see what is needed and how far along they are, so your team no longer walks each investor through it by e-mail.

Identity checks without the inbox.
KYC is part of onboarding, not a separate paper trail. The platform verifies identities, collects documents per investor and keeps every check with the investor’s file, which supports your compliance process.

Your offerings in one storefront.
Publish opportunities on your own marketplace. Investors browse, compare and invest online, without PDFs or e-mail orders.

From interest to funded investment.
The flow guides investors through choosing, committing and paying. You set the funding options per offering; investors see the status of their investment at every step.

Signed inside the platform.
Investment documents are generated and signed digitally. No printing, scanning or e-mailing back and forth: the signed contract stays with the investment.

Money in, distributions out.
Investors pay in the same flow where they invest, and you pay out returns and distributions through the platform. Less manual transferring and reconciling.
After the investment, the relationship continues on your platform.

Every investor their own dashboard.
Investors log in to a portal in your branding with live insight into their investments and key figures. Documents and reports sit in a built-in data room, so investors find answers themselves.

Your platform in their pocket.
A mobile app in your branding gives investors their portfolio, documents and new opportunities on their phone.

Trading within your own community.
Investors offer and take over holdings inside your platform. Buyers and sellers find each other directly, without an order book, and the trade stays within your community.

Year-end without the spreadsheet week.
The platform builds an annual statement per investor from the data it already holds. Investors use it for their own administration and tax return.

The right message at every step.
E-mails go out when something happens: a new sign-up, a signed contract, a payment, a new report. Every message carries your branding.
Three modules run behind the scenes.

One control room for the whole platform.
Your team manages investors, offerings and transactions in one back office and sees how everything performs. Everything investors do lands here.

For private debt and crowdlending.
Track every loan from issuance to final repayment: outstanding amount, interest, repayments and status. Your team sees what needs attention without a spreadsheet next to the system.

For equity structures and corporate finance.
Keep the cap table of each fund or company in the platform: participants, holdings and documents in one place.
One platform, from fundraise to distribution.