Run a raise from the first offering to the last settled order.

Markets and visibility

Show a market to all active clients, to selected groups or to named clients.

• Opening and closing times run on a schedule.
• Require approved KYC or a minimum investor classification before anyone can order.
• Attach terms that each client acknowledges once per market.
• Preview the market as a specific client to check what they will see.

Offerings with clear terms

Each listing sets fractions offered, price per fraction, minimum and maximum per client, and soft and hard caps.

• Expected yields, target IRR, hold period and distribution frequency, shown as the manager's projections.
• Fees as a structured list, use of proceeds, risks and FAQs.
• Required documents that investors must open and acknowledge before they can subscribe.
• An interest list while a listing is upcoming.
• Views, interest and orders on an analytics tab.

Orders and allocation

Orders move through submitted, approved, awaiting payment, funded and settled, with every step in the audit trail.

• Allocation first come, pro rata at close with largest-remainder rounding, or manual.
• Fractions are reserved under a row lock, so an offering is never oversold.
• Approval emails the investor payment instructions with a unique reference and a confirmation PDF.
• Unpaid orders expire after the deadline and release their fractions.

Payments you record, not payments we hold

Investors pay you by wire, escrow or another method you choose. You record each payment with amount, date, reference and proof; partial payments are supported and overpayments are flagged. Settling an order writes the ledger entry and issues the fractions.