Screen potential investors and issue usernames and passwords on your website. If you don't have a website you can link directly to the Virtual Offering Room.
We provide an investor screening tool so you can keep track of each investor visiting the site, and verify their accredited status.
No complicated or expensive software to install.
Upload and deliver your PPM, Executive Summary, Business Plan, Financial Statement, Audio, Video Presentations and/or other materials.
Allow investors to login and download your investment materials.
We set up your Virtual Offering Room and issue your login script within 24 hours. Your Room will be custom branded with your look and feel.
Investor Screening Tool (installed on your website or on your VOR®)
After investors request login credentials (using the agreement above) you can then issue or deny a username and password.
With our system you simply install a small script anywhere on your website. Investors enter their username and password (exactly like the sample below) and are allowed access to your securely protected data located on our servers. Login below and check out a sample layout.