Run a syndication like a private bank.
Capital raising end to end: offering pages, real KYC, prefilled sub-docs, funding, distributions, and an investor portal, all in your brand.
Separate subscription · Pricing coming soon
One raise, from soft-circle to funded wire, entirely in your brand.
The raise
From teaser to funded.
- Branded offering pages with AI-authored memos
- Offerings stay dark until published, with recorded legal attestations
- Soft-circle to committed to funded pipeline
- Bring your own landing page with source-tagged links
- Co-GP economics routed across partners automatically
Investors
A private-bank experience for every LP.
- KYC via the gold trio: verified email, phone, and a tax ID matched against the actual tax authority
- Every investing type done properly: individual, joint, LLC, corp, partnership, trust, self-directed IRA
- International investors first-class: W-8BEN, home-country tax ID verification, SWIFT/IBAN
- Sub-docs that arrive already filled, signed through Ink
- An investor portal behind real two-factor, takeover-proof by design
Follow-through
Nobody chases spreadsheets.
- Distributions with preview, proof, and per-investor vault filing
- The money follows the holder: per-profile distribution banks, verified against the bank registry
- AI legal ingestion: upload a PPM, get the waterfall extracted
- K-1 batch matching by TIN
- Performance truth: realized IRR, DPI, cash-on-cash, honestly labeled
Every module, one relationship.
ARC
The CRM: contacts, companies, deals, lists
Tasks
Follow-ups with an owner and a date
Mailbox
Your email, on the right people
Threads
The whole team's activity, in order
Ping
Texting + calling
Meridian
Scheduling, branded
Meetings
The AI notetaker
Events
Zoom meetings + webinars
Megaphone
AI email, no technical skills
Socialize
Social posts, approvals, and ads
Forms
Capture that closes
Ink
E-signature in your brand
Collect
Quotes, invoices, payments
Automations
37 triggers, 19 actions
Convoy
Projects + EOS scorecards
Signal
Dashboards that compose themselves
Verified
Blue + gold identity checks
Investors
Investor relations and the Radar
Ambassador
Referrals as a system
Caliper
Deal underwriting, live