Offer builder, investor profiling, digital subscription, confidentiality controls, regulatory filing support.
Send targeted email/SMS invitations to eligible investors with secure access to offer documents, subscription links, and investor presentations. Track engagement and participation in real time.
Collect subscriptions for debt or equity private placements via web, mobile, or assisted channels. Support multiple investor classes and investment tiers.
Automate investor eligibility checks against jurisdictional guidelines and regulatory criteria.
Auto-calculate applicable placement fees, transaction costs, and VAT, based on investor type, jurisdiction, and offer structure.
Ensure compliance through deep integration with eKYC platforms, AML databases, and politically exposed persons (PEP) screening systems.
Confirm investor payments via secure integrations with banking systems or using virtual IBANs and reconcile transactions with subscription records.
Track investor history, preferences, and prior participation through CRM systems, helping lead managers tailor follow-ups and investor communications.
Enable digital access to offer materials and subscription forms across multiple electronic channels (web, mobile, API), while maintaining a centralized audit trail.
Seamlessly sync subscription data, payment confirmations, and investor profiles with internal systems for compliance, accounting, and audit readiness.
Support discretionary or rule-based allocation logic, manage oversubscription scenarios, and automate refunds with full tracking and investor notifications.
Send real-time updates at every step: confirmation of interest, application receipt, payment success, eligibility status, allocation, and refund disbursal.
Our AI-enabled solutions enhance both investor and back-office operations with intelligent automation. Investor portals feature AI agents that provide 24/7 personalized support for onboarding, subscriptions, and queries.
Faster placement cycles, reduced paperwork, better investor engagement.
Digitally manage outreach, qualification, and subscription in one platform, reducing time-to-close and manual bottlenecks.
Ensure every subscription meets regulatory and eligibility criteria, supported by integrated KYC, AML, and PEP checks.
Offer secure, traceable, and professional subscription experiences to qualified investors, with continuous updates and document access.
Supports fixed-income, equity, hybrid instruments, and mezzanine financing structures, including regional regulatory variations.
Central dashboards for lead managers, compliance teams, and receiving agents provide complete visibility into investor engagement, fund flow, and compliance checkpoints.
Contact us for a demo or request a white-labelled version of the solution tailored to your regulatory environment.
