If you're already promoting your offering online, make it that much easier for your investors to invest in 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.
Send prefilled DocuSign agreements 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.
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.
» After we set up your offering, you'll get one simple 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.
» Have visibility into which investors have completed an investment and when.
» See suitability and funding status for each investor.
» Keep track of multiple raises and investors with ease—and reduce the amount of phone tag and email back and forth.
We treat our clients' data with care and take measures to ensure that our solutions are both trusted and compliant.