RIA investor platform
Private capital acquisition for RIAs and issuers
Foundation for accredited investor targeting using Form D filings, lead capture, campaign management, and product pipelines.
Investor acquisition workflow
Lead, campaign, product, and Form D filing models designed for the MVP.
Leads
Qualified pipeline
Campaigns
Email, direct outreach, events
Connected data and workflow
Build the investor funnel with authenticated users, organizations, campaigns, and targeted prospect tracking.
Schema foundation
Users, orgs, leads, campaigns, products, and Form D filings.
- • Accredited investor and issuer profiles
- • Campaign tracking with lead ownership
- • Product catalog and private offering details
- • Form D filing records tied to issuers and offerings