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 | ✓ |
