Platform Plans

Automated Workflows & Templates ^{End-to-end workflows for private capital operations with shareable forms, automated templates, deal/data rooms, e-signatures, filing integrations, & help content.}

Entity Workspaces ^{Collaborative, secure entity workspaces to manage entity documents, compliance, & governance.}

Filings & Compliance ^{Integrated filing & compliance services for private funds and businesses (i.e., all-50 states, Blue Sky, Beneficial Owner Reporting, K1s, etc.)}

Doc Send & Sign ^{Generate docs and share securely for review and esignature.}

Deal/Data Rooms ^{Create secure data rooms to share sensitive documents, links, & reports. Manage access & track engagement.}

Specialized Providers ^{Connect with our growing Provider Network to access specialized services, workflows, & templates for your unique needs. Provider coverage includes Venture Capital, Private Equity, Real Estate, Hedge Funds, Franchises, and more. Fees may vary.}

Personal Dashboards ^{Track and manage all of your Paper to-do's, documents, and deals from one integrated dashboard.}

Stakeholder Portals ^{Comprehensive portals for stakeholder discovery/diligence, deals, onboarding, and reporting.}

Portfolio Reporting ^{Tools for collecting and sharing financial and performance data with relevant stakeholders.}

Intake Forms ^{Build and share pages with custom forms & content to streamline intake for your Portals and Workflows.}

Custom Branding ^{Custom branded forms, data rooms, and portals.}

Custom Logic ^{Host custom Workflows & templates or branch a licensed library for use within your Portfolios.}

Knowledge Licensing ^{License from our growing repository of shared template & workflow libraries, which can be branched & customized.}

Plug-in Integrations ^{Plug-and-play integrations, including Mercury, Verivend, HubSpot, Box, and Stripe.}

Custom Integrations ^{Access our private API and development services for custom integrations.}

Embedded UI ^{Embed forms, reports, and other UI within your own application.}

White-label Platform ^{Custom URL & branding for your own platform and ecosystem of users.}

AI Toolkit ^{AI document analysis & ledger creation (with additional AI tools available in private beta).}

Doc Ledgers ^{Connected docs create ledgers for streamlined diligence and seamless reporting for both internal & external stakeholders.}

Seats ^{Invite in-house our outsourced team members to collaborate.}