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SAAS MODEL JUMPSTARTS FUNDRAISING
With our Software as a Service (SaaS) model, your secure investor portal can be up and running within hours so you can upload documents the same day - without adding hardware or software. |
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SECURE DOCUMENT STORAGE & MANAGEMENT
Affordable and secure document hosting for any file types. Organize your fundraising documents into custom folders. Provide access to your private documents to only those who you’ve granted access. Single point of control for document access, review and revision. A secure Digital Repository that improves boardroom management and significantly reduces future audit risk! |
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FUNDRAISING ANALYTICS & REPORTING
Real-time reporting updates on your fundraising activities. Activity reporting to see who is viewing which documents. Capture and monitor hard data on your fundraising progress. |
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CENTRAL DASHBOARD & INVESTOR PIPELINE
Manage all of your fundraising efforts in a central location. Prioritize your investor targets, communicate via the Message Center and collaborate in real-time on investor contacts. |
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BRAND EXTENSION & CONTROL
Use as a branded stand-alone portal OR integrate the private-branded portal into your existing website with your company’s brand logo and corporate colors. Seamless integration and a consistent look & feel. Leverage your private-branded portal as single point for investor communications and document sharing. |
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INVESTOR WORKFLOW & SYNDICATION
Define custom access levels to your investor portal for individuals or investment groups. Syndicate your round with your existing investor targets or use the communications tools to reach out to new investors! |
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