» Our Issuer Dashboard allows you to know exactly what information needs to be provided for offer setup.
» Get organized by uploading all of your offering documentation in one secure location.
» Once your offering is finalized and you're ready to go live, all information is reviewed by our compliance experts to ensure your offering is compliant.
Want to see for yourself? Request access to our Issuer Dashboard where you can upload, store and organize offering documents.
If you're already promoting your offering online, make it that much easier for your investors to invest in minutes by adding the Invest Button to your website.
The Invest Button technology can also be sent via email or included on investment portals.
» Can be branded with your colors and logo for a seamless experience.
» Collects information needed for investor accreditation as well as includes electronic document signature and escrow management.
Want to hear more about ways to promote your offering?
Dynamic Tombstones harness the processing power of the Invest Button and delivers it through a compelling marketing channel.
» Take full advantage of general solicitation via the JOBS Act by promoting your 506(c) offerings online.
» Set up your offering using our Issuer Dashboard and get your Dynamic Tombstone via one line of HTML code that can be easily added to your existing website, an intermediary's site or other marketing portals.
» Includes Invest Button on the tombstone itself so investors can invest with ease.
We treat our clients' data with care and take measures to ensure that our solutions are both trusted and compliant.
Are your escrow management procedures compliant? Learn more about the applicable escrow rules in our whitepaper.
» Get complete visibility into which investors have completed an investment and when.
» See suitability and funding status for each investor and how close you are to your goal raise amount.
» Keep track of multiple raises and investors with ease—and reduce the amount of phone tag and email back and forth.
Learn more about best practices when raising private capital in our latest e-guide.
Our technology solutions have been globally recognized as shaping the Future of Finance by UBS. And, as a company selected by Finovate to demonstrate our technology for two years in a row, we continue to be viewed as an innovator in the Fintech space.
Watch our video from FinovateSpring 2016 where we launched The WealthForge Network in front of a live audience.
We've got flexible pricing solutions to meet your needs, whether it's your first or fifteenth private capital raise.
Use our dashboards to view and organize your private capital raises, allowing you to keep your documents in one safe, secure place—at no charge.
Then, when you're ready to start your next raise, get your documents reviewed by our compliance experts and receive your Invest Button for a low, ongoing fee.
Upload, store and organize offering documents.
» Or, get started for as low as $7.5K «