Enhance the presentation of your investment opportunities to your clients by using highly customizable deal profiles with integrated data rooms specifically designed for the full spectrum of private placement opportunities.
Track investor activity in individual opportunities through a powerful and intuitive analytics dashboard. Access complete archives of investment opportunities and client interactions through automated record retention. Accelerate closing processes using e-signature tools and integrated investor questionnaires, suitability and W-9 forms.
Enterprise-caliber data security means a commitment to the most stringent industry security standards, client expectations, regulatory requirements, and prevailing best practices. Our holistic approach to data security addresses four cornerstones of security policy: Application Security, Infrastructure Security, Process Security, and Personnel Security.