Build long and lasting relationships with employees, investors, prospects, and partners with easy-to-use messaging, on-demand access to updates, and transparent engagement.
request demoLive chatGet the right messages to the right people at the right time. Send emails to individuals or filtered groups with a single click.
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Upload and store important documents, from PPMs to Capital Call notifications. Easily share and grant private access to key information by messaging individuals or defined cohorts all from the confines of a secure platform.
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Create custom data rooms for any purpose--new deals, quarterly meetings, or general team collaboration. Organize conversations and materials to make efficient use of your time.
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Manage new and prospective investors while raising capital. Fundraising automation including CRM and digital subscriptions help streamline your workflows. Host key documents like PPMs and eSignatures while controlling access.
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Empowering private businesses to streamline equity management and strengthen shareholder relationships.
