Investment Management
One click to fundraise. One click to distribute. One click to grow.
Fundraising Starter
Syndicate faster with auto payment collections
$174 / entity / month
Total:
$348 / month
- AI Content Generator
- Up to 2 Assets
- eSignatures
- Automated Contribution Payments
- Fundraising Pipeline Management
- Interactive Investor Pitch Deck
- Showcase Opportunities on Your Website
- Investor Accreditation (Fees Apply)
- 200 Investor Contacts
- Unlimited Team Members
Additional Costs
- 200 Additional Contacts: $49
Standard
Investor portal and automated payments
$209 / entity / month
Total:
$418 / month
- AI Content Generator
- Investor Portal
- eSignatures
- Automated Contribution Payments
- Automated Distribution Payments
- Automated Waterfalls
- Investor Reports
- Investor Email Communications
- Document Sharing
- Automated K1 Matching
- 100 Investor Contacts
- Up To 5 Team Members
Additional Costs
- 100 Additional Contacts: $39
Professional
For growing teams and funds
$299 / entity / month
Total:
$598 / month
- Funds
- Capital Commitments
- Fundraising Pipeline Management
- Interactive Investor Pitch Deck
- Showcase Opportunities on Your Website
- Investor Accreditation (Fees Apply)
- 200 Investor Contacts
- Fully Customizable Permissions
- Rent Manager Integration
- Yardi Exporter
- Raw Data Integration Hub
- Unlimited Team Members
- Everything in Standard and Fundraising
Additional Costs
- 200 Additional Contacts: $49
| Feature | Fundraising Starter | Standard | Professional |
|---|---|---|---|
| AI Content Generator | ✓ | ✓ | ✓ |
| Automated Contribution Payments | ✓ | ✓ | ✓ |
| eSignatures | ✓ | ✓ | ✓ |
| Fundraising Pipeline Management | ✓ | ✓ | |
| Interactive Investor Pitch Deck | ✓ | ✓ | |
| Showcase Opportunities on Your Website | ✓ | ✓ | |
| Investor Accreditation (Fees Apply) | ✓ | ✓ | |
| Investor Portal | ✓ | ✓ | |
| Automated Distribution Payments | ✓ | ✓ | |
| Automated Waterfalls | ✓ | ✓ | |
| Investor Reports | ✓ | ✓ | |
| Investor Email Communications | ✓ | ✓ | |
| Document Sharing | ✓ | ✓ | |
| Automated K1 Matching | ✓ | ✓ | |
| Funds | ✓ | ||
| Capital Commitments | ✓ | ||
| Fully Customizable Permissions | ✓ | ||
| Rent Manager Integration | ✓ | ||
| Yardi Exporter | ✓ | ||
| Raw Data Integration Hub | ✓ |
Payments and Banking
US payments and banking solutions for investment managers.
Smart Payments
Automates investment management payments
$0
- 2 Included Accounts
- Up To 3M FDIC-Insured Bank Accounts
- 10 Monthly ACH Payments (Included)
- Multi-Factor Payment Approvals
- Connect External Bank Accounts (Weekly Updates)
- QuickBooks Bank Sync
- Next Day ACH
- Wire Payments (Fees Apply)
- 3 Virtual Debit Cards
- 1 Physical Debit Card
Additional Costs
- Additional Account: $20
- Additional ACH: $2
Core
Essential banking with daily updates
$79 / month
- 10 Included Accounts
- 2.08% Interest Yield
- 20 Monthly ACH Payments (Included)
- 20 Virtual Debit Cards
- 20 Physical Debit Card
- Everything in Smart Payments
Additional Costs
- Additional Account: $15
- Additional ACH: $1.5
Advanced
Reduced fees and same-day ACH
$239 / month
- 20 Included Accounts
- 2.79% Interest Yield
- 120 Monthly ACH Payments (Included)
- Daily Updates for External Accounts
- Same-Day ACH
- Everything in Core
Additional Costs
- Additional Account: $5
- Additional ACH: $1
Premium Banking
Best for customers with >$2M cash balance
$799 / month
- 80 Included Accounts
- 3.12% Interest Yield
- Unlimited ACH Payments
- Everything in Advanced Banking
Additional Costs
- Additional Account: $2
| Feature | Smart Payments | Core | Advanced | Premium Banking |
|---|---|---|---|---|
| Up To 3M FDIC-Insured Bank Accounts | ✓ | ✓ | ✓ | ✓ |
| ACH Payments | ✓ | ✓ | ✓ | ✓ |
| Wire Payments | ✓ | ✓ | ✓ | ✓ |
| Debit Cards (Virtual & Physical) | ✓ | ✓ | ✓ | ✓ |
| Connect External Bank Accounts | ✓ | ✓ | ✓ | ✓ |
| Multi-Factor Payment Approvals | ✓ | ✓ | ✓ | ✓ |
| QuickBooks Bank Sync | ✓ | ✓ | ✓ | ✓ |
| 20 Virtual Debit Cards | ✓ | ✓ | ✓ | |
| 20 Physical Debit Card | ✓ | ✓ | ✓ | |
| Daily Updates for External Accounts | ✓ | ✓ | ||
| Same-Day ACH | ✓ | ✓ | ||
| 2.08% Interest Yield | ✓ | |||
| 2.79% Interest Yield | ✓ | |||
| 3.12% Interest Yield | ✓ |
International Payments
Collect money and pay international investors.
Free
Collect investor funds for international fundraising
$0
- Unlimited Collections
- Collect Money from International Investors
- Investor Locations: EU, UK, US, and Israel
- Investment Destinations: US, EU, Switzerland, UAE & 200+ Countries
- Auto Currency Conversion in 22 Currencies (incl USD, EUR, GBP, AED, ILS)
- No FX or Transaction Costs for GPs or Assets
- Accelerate Fundraising with Proactive Investor Support
Standard
Distribute globally in 22 currencies
$79 / month
- 2 Distribution Accounts
- Global Distribution Payouts (22 Currencies)
- Multi-Network Transactions (SWIFT, ACH, SEPA, Faster Payments)
- Everything in Free
Additional Costs
- Additional Distribution Account: $19
Advanced
Escrow accounts for fundraising
$199 / month
- 2 Escrow Accounts
- Escrow Accounts for Fundraising
- Everything in Standard
Additional Costs
- Additional Distribution Account: $9
- Additional Escrow Account: $99
| Feature | Free | Standard | Advanced |
|---|---|---|---|
| Unlimited Collections | ✓ | ✓ | ✓ |
| Collect Money from International Investors | ✓ | ✓ | ✓ |
| Investor Locations: EU, UK, US, and Israel | ✓ | ✓ | ✓ |
| Investment Destinations: US, EU, Switzerland, UAE & 200+ Countries | ✓ | ✓ | ✓ |
| Auto Currency Conversion in 22 Currencies (incl USD, EUR, GBP, AED, ILS) | ✓ | ✓ | ✓ |
| No FX or Transaction Costs for GPs or Assets | ✓ | ✓ | ✓ |
| Accelerate Fundraising with Proactive Investor Support | ✓ | ✓ | ✓ |
| Global Distribution Payouts (22 Currencies) | ✓ | ✓ | |
| Multi-Network Transactions (SWIFT, ACH, SEPA, Faster Payments) | ✓ | ✓ | |
| Escrow Accounts for Fundraising | ✓ |
