Tools to Manage capital raises
Industry Leading Technology for Reg A, Reg D, and Reg CF Offering Management.
Subscription
Tracking
Cap Table Management
Investor Relations Management
More than 700 companies trusted us to develop their offering platforms.
- Dedicated site to promote the offering
- Separate account levels for learning about the offering and completing the subscription process
- No Pressure Interface
- Clear, direct step-by-step subscription process
- Ongoing investor relations interactions with the issuer
- View real time investment results
- Dedicated site promoting the offering
- You own your user data
- Easily approve account registrations and upgrades
- Customized to fit your offering
- A timeline tracking each user's subscription progress
- Easily share news, documents and additional information with investors
- Enter data to automatically calculate and apply distributions to investors
- Cap table management
- Run customized reports from investments to email logs
Marketing
Our Investor Portal begins with a custom built front page designed to serve as your dedicated web presence for promotion of the offering. The page is designed to effectively engage and build confidence with prospects as they evaluate your opportunity.
Subscription Compliance
Red Rock’s Investor Portal guides prospects through the entire investment process. A dedicated account level allows access to disclosure documents for evaluation. Upgrading that account allows subscription completion and access to ongoing investor relations data.
Investor Relations
Offering Administration
Administrative features provide for efficient, accurate, and compliant management of the offering. Managing access, communicating with users, tracking and managing the subscription process, updating accounts with return data, and delegating tasks to account managers are all at the administrator’s fingertips.
