Fundraising for Private/Public Equity

• Distribute offerings directly to investors or syndicate offerings to broker networks.
  
• Fully integrated compliance process with investor suitability filters.
• Offering management SEC, NASD and FSA compliant
  
• Investor alerts for Offering stages
  
• Investor tracking and real-time enrollment activity reporting
  
• Allocation calculator with discretionary distribution input
  
• Statement presentation, report distribution
  
• Eligibility screening for accreditation and blue- sky filtering.

LP Reporting
Create and deliver secure reports and statements to investors online. Provide 24-hour access to fund-wide reports, as well as investor-unique information. Any number of current and historical reports can be made available, including: quarterly and annual financial statements, K-1s and other tax documentation, individual capital account statements, partnership agreements and subscription documents.

• Unlimited number of reports
  
• Report encryption
  
• Full tracking function for recording investor inquiries and response
  
• Search functionality
  
• E-mail Alerts
  

Electronic Eligibility Screening for Private and Public Equity Offerings

A simple and seamless way for organizations to electronically manage potential investors by qualifying them (in real- time) according to a predetermined criteria (accreditation, Blue Sky, investment experience, etc.) tracking their status and managing their electronically stored information online.

• An immediate and automated way to screen, track and approve investors or patients online.
  
• Enhance the quality and timeliness of communications.
  
• Faster decision time and increases the accurate participation rate.
  
• Lowered liability due to more timely and accurate information.
  
• Strengthens sponsor and user relationships.
  
• Scalable: support more people with existing staff.
  
• Reduce the costs of manual enrollment and management.

Investor Management
Provides a simple and seamless way for organizations to manage, track, communicate and anticipate participants needs online.

• Participant Activity Analysis
  
• Tracking and reporting of participant activity
  
• Multilevel and drill down management reporting
  
• Content activity
  
• User activity
  
• Enrollment activity and archive
• Contact Management
  
• Content update
  
• Portfolio updates
  
• User activity response
  
• Enrollment response