Your investors email and call your firm's name. Our team answers, resolves the request and logs every interaction for your records.
A dedicated inbox in your firm's name, answered by our team.
A dedicated phone number answered as your firm.
Series 7 and Series 63 licensed agents for investment-related conversations.
Our Series 7 and Series 63 licensed securities agents present your offering to your existing investors, answer their questions and guide interested investors through subscription.
Licensed agents walk your existing investors through new and follow-on offerings.
Questions that require a license are answered by a licensed agent.
Interested investors are guided through documents and funding.
Every conversation is logged for your records and compliance review.
Before any solicitation begins, we either affiliate your firm with a registered broker-dealer or have your offering reviewed and approved by one, so every conversation our agents have with your investors is properly supervised and a potential opportunity to raise assets.
Each email and call is logged with the investor, topic and resolution. Your team receives a full support report weekly, so you always know what investors are asking.
Tell us about your firm and we'll walk you through the portal, reporting and support options that fit.