Capital Rise and AML Investor Platform

Issue shares or debt through dedicated investment campaigns. Manage your sales network, online deal flow and commission billing. Use the white-label investor panel for onboarding and communication with investors of your VC fund or investment company.

Capital Rise and Investor Portal

Issue your VC fund shares along with a share allocation mechanism for investors. VC fund investor panel allowing for issue records and ongoing communication with investors.

A module allowing for the issuance of investment loans, automation of the signing of agreements, settlement of deposits and automatically generated schedules.

Information and investment campaigns allowing to build a base of leads for new capital issues as well as investment companies based on debt financing.

  • Dedicated investment campaigns
  • Share issuances and shareholder registry
  • Debt financing and repayment schedule
  • Sales network management and commission settlements
  • Investor onboarding in a white-label model
  • Investor panel and advisor panel available online
  • Integration with accounting system and settlements

Share issuance and Capital Call

The Capital Rise module allows for the issuance of shares of the VC fund and investor onboarding, as well as directing information to them about subsequent capital increases (Capital Calls). Recording of individual share subscriptions along with their allocation to specific investors and online access to the shareholder register of the VC fund.

Debt issuance and sales management

For investment companies (SVP in the real estate industry), Fundequate offers a fully configurable module enabling the issuance of investment loans, automated contract signing, payment reconciliation, and automatically generated schedules. Automating interest payments and PCC will allow you to streamline processes more efficiently, thereby reducing support department costs.

Dedicated investment campaigns

Creating compelling informational campaigns to generate leads for the distribution of shares or debt instruments. Establishing and managing a sales network along with analytics on the sales performance of individual client advisors. Campaigns available in a white-label version along with an Investor Portal enabling online access and real-time communication with investors.

Automation of service process

The Contract Wizard enables the creation of any document using dynamic tags, allowing for the creation of templates for all types of contracts and automating the process of their generation and conclusion. The contract generation process is integrated with investment campaigns, eliminating the risk of errors on the operations side and significantly speeding up the contract signing process.

Investor CRM data management

Gain access to your investors’ and leads’ CRM data in one place and manage the risk profile of your fund or investment company by profiling users and conducting suitability surveys filled out during the investor onboarding process.

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Fundequate can support capital acquisition for your investments.