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Investor Services

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Company Services

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Shareholder Services

Investment Eligibility

Investment Eligibility

Who can invest in Reg D 506c Offerings? While Reg A+ offerings are allowed to accept investors of any income level, Reg D offerings are only allowed to accept investments from Accredited Investors. And the company selling its shares must take reasonable steps to make...

Automated Orders & Cap Table

Automated Orders & Cap Table

Execute trades and transfer shares efficiently with a few clicks – public market efficiency for private markets. Automate and monitor your company’s Cap Table in real time to track investors, issue reports, voting, dividends, and other administrative tasks on any...

Offering Circular

Offering Circular

If your company has decided to take advantage of the new avenues for reaching investors under Regulation A+, the biggest task you face will be preparing an offering statement that includes mandatory disclosures about the offering and the offeror, and obtaining...