产品

Investor Services

Win investors once, keep them for every raise — onboarding, verification, and shareholder care handled on platform.

Accreditation verification

Questionnaires plus 506(c)-grade verification review, tracked per investor in the back office.

投资者关系

Keep subscribers informed from first commitment through closing and beyond.

股东服务

Cap-table-ready records of every subscription, countersignature, and payment.

过户代理和DTC协调

We coordinate with your transfer agent and DTC so settlement is ready when you list.

Investor support

A clear portal for investors to track documents, payments, and closing status — fewer support emails for you.

Compliance workflows

Eligibility gating, investment limits, and KYC/AML checks matched to your exemption.