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
- 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.
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