With SOS you choose and pay for the services you need as you need them.
Manage your offering and send documents to investors with just a few clicks.
Real-time reporting allows you to see which investors have viewed and subscribed to your offering.
Engage with investors at any state through integrated CRM.
Sign upLet us be your fund management back office. With our straightforward pricing and easy to use system, managing multiple funds is easily done with a click of a buttom. Set up new funds and market to new or existing investors.
Our CRM system allows you to keep track of investors at every stage. Our fund management comes with additional support internal support from a live person if needed.
Generate monthly, quaurterly or annual statements for your investors and our onsite team can customize the portal to your specificaitons.
Sign upOur document management portal allows you to circulate and store offering documents with ease.
Circulate offerings, engage with investors and store documents for as much time as needed with our document management platform.
Your offering is set up and circulated only when you want to whomever you chose.
Sign upExperience secure, hassle-free financial transactions with our fully integrated escrow service. Safeguard your capital and protect your transactions from fraud.
View received, pending, and rejected investments right from your SOS dashboard. Our trusted partner, Transfer Online (TOL), serves as your escrow agent to make sure that your transactions go smoothly.
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