Core Functions and Features
For Investors:
Investor Information Management
Seamlessly send investor details to the escrow provider, ensuring accurate and secure data handling.
Accreditation Verification
Navigate the investor accreditation verification process with the escrow provider, ensuring compliance and legitimacy.
Accreditation Status Updates
Receive timely webhooks from the escrow provider regarding the accreditation status, keeping investors informed and engaged.
For Administrators:
Offer Management
Efficiently streamline the communication of vital details related to offers with the escrow provider, fostering a seamless and transparent transaction process that enhances overall efficiency and clarity for all involved stakeholders.
Issuer Information Handling
Diligently transmit a comprehensive set of details about the issuer to the escrow provider, ensuring accurate representation and empowering all parties with the necessary information for informed decision-making throughout the transaction process.