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TWO WAYS FOR INVESTORs TO SUBSCRIBE

 

FOR ISSUERS AND SPONSORS

Provide a user-friendly workflow that collects investor information

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If you're already promoting your offering online, make it that much easier for your investors to subscribe to Reg D or Reg A offerings 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.

FOR ADVISORS

Simplify the subscription process with online order entry

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DocuSign agreements, pre-populated with investor information, are sent directly to investors’ inboxes—no login credentials to remember or personal information for them to fill out. This reduces errors and saves time, getting investors through the subscription process as quickly and efficiently as possible.

Provide a frictionless, white-labeled subscription process for your investors:

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Offering Review

Investor accesses the investment platform via the Invest Button on your website and can review offering documents.

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Data Collection

Investor enters information required
for KYC,  accreditation verification and suitability checks.

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Payment Setup and Submit

Investor enters payment information and automatically receives a pre-filled subscription document for e-signature.

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DO YOU KNOW HOW MUCH YOU ARE
SPENDING TO CORRECT NIGO ERRORS?



 

Turn NIGO into "IGO"

NIGO (not-in-good-order) documents are investor subscriptions that are submitted  with errors or missing information which must be corrected before they can be processed. With subscription automation technology, NIGO rates can be reduced by up to 93%*, resulting in more documents being delivered "in-good-order" the first time. 
CALCULATE YOUR NIGO SPEND

Learn more about how high NIGO rates cost companies money and productivity and how technology can help.

* Based on internal research estimates. Past performance is not a guarantee of future results.



Our subscription automation technology features:


Dynamic Tombstones to promote your offeringCheck

White-labeled investor portalCheck

Dashboard reportingCheck

AES 256-bit encryptionCheck

SAE 16 compliant hostingCheck

Built for regulatory complianceCheck

   DYNAMIC TOMBSTONES

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GET PRICING

Answer 3 simple questions to help determine which solution could provide the most value for you.  A member of our sales team will be in touch to answer any questions you may have.

GET STARTED

QUESTIONS?

Contact us and a member of our sales team will be in touch to answer your questions and walk you through our solutions.

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