TEST INVESTOR INTEREST FOR FREE

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.

SIMPLE AND SAFE TRANSACTIONS WITH ESCROW

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.

ISSUE AND SEND SHARES

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

SECURE

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.

GET THE SIGNATURES YOU NEED FASTER

Create, send, and share documents with your investors electronically, and get verified, legal signatures in just minutes.

Services

Need something else? We’ve got you covered. See our other services below.

Simple

Simple

Use our tools as you need them. No commitment required.

Regulated

SEC Regulated

Complies with all securities regulations.

Secure

Secure

Follows all industry best practices to keep you data safe.

Messaging

Messaging

Communicate with your investors from your dashboard.

Testing Service

Free Test the Waters

Create a free Test the Waters campaign in just minutes.

Free URL

Free Campaign Hosting

Build and publish your Test the Waters page for free.

Equity

Equity Management

Issue shares and documents electronically.

Capitalization

Cap Tables

Accurately and transparently track equity.

Issuer Portal

Issuer Portal

Organize all your offering files in one place.

E-Sign

E-sign

Collect web-based electronic signatures securely.

Permissions

User Permission levels

Grant or limit access for each user.

Analytics

Analytics

Easily track and analyze visitors, investors, deals, and more.

Mobile

Mobile

Manage your account from your smartphone.

Agent Support

Agent Support

Get expert help from transfer agents.

Customer Support

Support

Our Portland, Oregon-based support team is here to help.