Corporate Venture Platform
Discovery
Proceed.AI
Integrations
Outlook Integration
Power BI Analytics
Pitchbook Integration
Solutions
Corporate Venture and Development
Angel Networks
University Innovation Ecosystems
Impact Investing
Digital Transformation
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Corporate Venture Platform
Discovery
Proceed.AI
Integrations
Outlook Integration
Power BI Analytics
Pitchbook Integration
Solutions
Corporate Venture and Development
Angel Networks
University Innovation Ecosystems
Impact Investing
Digital Transformation
Contact
Login
Investment Banks
Operational Efficiency and Compliance
Angel Investors
Investment Banks
Corporate Ventures
Accelerators & Incubators
Investment Advisory
Venture Funds
Angel Networks
Investment Banks
Corporate Venture
Venture Funds
Improve Operational Efficiency
Configure and utilize investor and deal workflow to reduce costs and automate routine labor-intensive functions
Digitize your paper-based processes with fully-integrated electronic signature
Create operation excellence with embedded business analytics tools
Drive Investor Engagement
Integrated CRM to scale your investor base by utilizing technology to track new prospects, opportunities and improve existing client relationships.
Process and track new investors in compliance with your firm’s standard operating procedures.
Provide investors access to an online deal portal and gain insights into client investment interests using real-time notifications and reporting
Fully Integrated Compliance
Consolidated audit trail of registered representative and investor activity
Generate reports by deal, investor and broker activity
Email archiving integration (Smarsh, Global Relay, Errado and more)
SEC rule 17a compliant record retention
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