CARROW & VALE SHAREHOLDER ADVISORS
HOW IT WORKS

From first call to fully supported investors.

A clear, four-step process to launch your portal, reporting and support, with your team involved at every decision.

01

Discovery

We learn your fund, your investors and how you communicate with them today, then recommend the services that fit.

YOU PROVIDE
  • Fund overview and investor count
  • Your current reporting and support process
  • Goals and timeline
WE DELIVER
  • Recommended service plan
  • Proposal and pricing
  • Launch timeline
02

Brand & Setup

We configure your white-labeled portal and sponsor console, set up each offering, and build your report templates and branded support lines.

YOU PROVIDE
  • Logo, colors and web address
  • Fund and investor data
  • Report template approvals
WE DELIVER
  • Branded investor portal and sponsor console
  • Each offering configured, plus report templates
  • Dedicated email address and phone line
03

Investor Onboarding

We send branded invitations, and each investor activates in five guided steps: login, investor details, accreditation, bank details and e-signature.

YOU PROVIDE
  • Your investor list (invite one at a time or import a list)
  • Approval of the invitation email
WE DELIVER
  • Branded invitation emails
  • Guided five-step activation
  • Onboarding support by phone and email
04

Ongoing Reporting & Support

Reports go out on schedule, distributions are allocated and paid by ACH, and our team handles investor questions every business day.

YOU PROVIDE
  • Monthly and quarterly figures, and distribution amounts
  • Report approvals
WE DELIVER
  • Monthly updates and quarterly reports
  • Investor support by email and phone
  • Weekly support activity reports
FAQ

Common questions.

Will our investors know they're working with a third party?

Your portal, reports, email and phone support all carry your firm's name and brand. Licensed securities activity includes any regulatory disclosures required by law.

Can we start with just one service?

Yes. You can start with a single service, such as the portal and reporting, and add support, licensed agents or marketing later.

Who are your licensed securities agents?

Our agents hold Series 7 and Series 63 licenses and present your offering to your existing investors.

How do you protect investor data?

Investors sign in with two-step verification, only the last four digits of taxpayer IDs are kept, bank account changes require re-verification, and contact exports never include bank account numbers or taxpayer IDs.

How long does setup take?

Timing depends on the services you choose and the number of offerings and investors. You'll get a launch timeline during discovery.

What does it cost?

Pricing depends on the services you choose and the number of investors you serve. Book a consultation and we'll put together a proposal.

Can each offering have different terms?

Yes. Every offering is set up on its own, with its own exit timing (a date, a window, a maturity, no set term or exited), distribution schedule, key terms and ACH details.

Can investors use the portal on their phones?

Yes. The portal works on any screen, and investors can also use the Shareholder Desk app for iPhone and Android, which opens their account in your firm's branding.

Give your investors a better experience.

Tell us about your firm and we'll walk you through the portal, reporting and support options that fit.

Book a Consultation (917) 837-7427