Modernize and streamline your capital raise
Whether you are a company raising equity, an angel network syndicating an early stage round, or a registered dealer with multiple offerings on the go, we have tailored solutions for you
Built by domain experts with deep roots in private capital
You can focus on your core business, and we help you execute your investment workflow
- Raise capital more efficiently
- Investors and members get the best possible experience
- Let us help you manage regulatory compliance
Subscription Agreements
Improve agreement accuracy with auto-completed sub-docs routed for signatures
Investor Access
Anytime, on any device. Investors experience a guided process, and pre-populated documents
Document Workflows
Real-time updates to track investor status with access for advisors, compliance and admintrative teams
Dealrooms on Demand
Set-up your private, branded dealroom for your private placement and invite your investors
Compliance Dashboards
Permission based access for reviewing, approving and managing the capital raise process – from onboarding to close
Built for Canada
Ensuring compliance with regulatory frameworks with deep domain expertise on our team
We've got everyone on your team covered
CFO, CIO & CCO
Dashboards to track your capital raise, review documents, process subscription funds and efficiently close the round
Advisors & Sales
Invite investors to private dealrooms to review and execute documents. Track their progress through each step and close faster
Angel & Founder Syndicates
Create a special purpose vehicle (SPV) in 24 hours to ensure your network can participate in your best deals
Compliance & Admin
Get notified when docs are signed and approve your dealing reps’ trades, in a secure all-in-one console and a paperless environment
Your platform made a big difference this time around. For our first fund, we collected signatures by hand with paper docs, and I managed the process! It was a nightmare, driving around the city getting people to sign and collect all the doc's. This time was much, much easier and way better!
Proven success at all levels of capital raising
Exempt Market Dealer
Waverley Corporate Financial Services
Executes subscription documents and manages dealing representative’s activities in a compliance first console for KYC and suitability
Venture Capital
Thin Air Labs Venture Fund
Onboards limited partners from its network of accredited investors, family offices, family trusts and institutions
Syndicated Fund
AIoT Health
Creates SPV syndicates for its medtech venture investments with its network of accredited investors
Five For Friday
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