Quickly create, send, and track your investment offerings to interested parties in just minutes—no printing, mailings, or file-keeping required. Manage everything from your easy-to-use dashboard.
Start Your Offering
Before you dive in, take advantage of Regulation A+ to promote your idea and collect information from interested investors. Start with a free Test the Waters page that you can publish in minutes.
Make payments painless. Protect your capital and transactions from fraud with a fully-integrated escrow service that will put both you and your investors at ease.
Finally escape spreadsheets by issuing, tracking, and managing all of your shares and certificates from one dashboard, all with real-time updates and 100% accuracy.
Issue Shares
For security geeks out there, we use PCI-compliant Azure servers. For everyone else, that means that we use the best technology that meets all SEC standards to keep your account safe.
Create, send, and share documents with your investors electronically, and get verified, legal signatures in just minutes.
Need something else? We’ve got you covered. See our other services below.
Use our tools as you need them. No commitment required.
Complies with all securities regulations.
Follows all industry best practices to keep you data safe.
Communicate with your investors from your dashboard.
Create a free Test the Waters campaign in just minutes.
Build and publish your Test the Waters page for free.
Issue shares and documents electronically.
Accurately and transparently track equity.
Organize all your offering files in one place.
Collect web-based electronic signatures securely.
Grant or limit access for each user.
Easily track and analyze visitors, investors, deals, and more.
Manage your account from your smartphone.
Get expert help from transfer agents.
Our Portland, Oregon-based support team is here to help.
