Raise capital, manage investors, run deals, and deliver every lender obligation — one system, white-labeled to your firm, live the day you sign up. Compliance and reporting are the backbone, not an add-on.
Sponsors with no outside capital run reporting and compliance alone — from $499/month.
Every requirement carries a due date, a notice window, and an owner. Packages prepare themselves; nothing leaves without review.
DSCR, LTV, debt yield, occupancy — evaluated from operating data against the executed agreement, breaches escalated before release.
Offering memoranda, quarterly statements, compliance certificates — generated to the standard the largest managers set.
Agreement extraction, deal intake, investor Q&A, report narrative — powered by the platform engine, or connect your own Claude, OpenAI, or Grok key.
Offerings, subscriptions, and the investor-facing raise surface — private placements run end to end.
LP portal, capital accounts, quarterly statements, distributions, and K-1 delivery.
Deal pages, data rooms, offering memoranda, and document generation from templates.
A portfolio cockpit for owned assets — NOI, occupancy, valuations and DSCR per asset, underwriting-vs-actual, and diversification/exposure across the book.
Every reporting obligation on a clock — packages prepared automatically and released through review.
Covenant definitions evaluated from operating data; breaches escalate before anything is released.
For lenders: require borrowers to report through the platform and monitor the whole book from one surveillance view.
Account, company, plan — three steps, two minutes. Your platform is provisioned the moment you finish, licensed to exactly what you need.
Your name, your logo, your colors, your domain. A guided setup builds the investor-facing site for your business — every page editable in place, no code.
Import a loan agreement and the obligations extract automatically. Start a deal from an institutional template. Upload an offering memorandum and the deal page builds itself.
Investors sign in to a private portal. Lenders receive covenant certificates on schedule. The compliance clock keeps every obligation current — you review and release.
Sponsors without outside investor capital — internal financial reporting and everything lenders require.
Managers raising and servicing outside capital — everything in Basic plus the raise, the LP portal, and deal management.
Institutions and lenders — every module, the lender portfolio seat, custom AI, dedicated support.
Pay by card or US bank debit. Change plans anytime — prorated by Stripe. Your data is yours; downgrades never delete anything.