Pricing
Investor portal

Raise capital — and keep it

A modern, white-label investor experience from onboarding through every distribution. Two-thirds of investors concentrate new commitments with the managers whose reporting and onboarding feel best.

Onboarding

Compliant onboarding in four steps

1
Profile
Entity & objectives
2
Accreditation
Verified status
3
Suitability
Investment-cap calc
4
KYC
Identity verified
Portfolio

Everything an investor owns, in one place

From first commitment through tax season.

  • Holdings & returns at a glance
  • Distribution history with export
  • Self-serve 1099-INT & statements
  • Maturity calendar & criteria-matched deal alerts
invest.yourbrand.com
Invested
$1.20M
Current value
$1.31M
Distributions
$94.2k
1130 Palm Canyon Dr1st lien
11.5% target24 mo65% LTV
75% funded · $180k remaining

Run your whole lending operation in one place

Start setup, choose a plan during onboarding, and be live on your own pipeline this afternoon.