Company Performance Metrics
Tom Wach: Business Advisor
Jackson Stott: Business Analyst
Solutions that fit your needs:
DealPoint for Dealers
For broker dealers that want to streamline investor on-boarding and subscription execution. Permission based access for advisors, compliance officers and admin to track the progress of the investment. One-click closings, where digital documents and data are transferred to legal counsel and
issuer for efficient closing and filing with regulators
DealPoint for Capital
Fundraising is easier with DealPoint’s private datarooms for deal review, document execution and fast, efficient closings. Document assembly creates custom packages based on the investor’s status and jurisdiction. Voting trusts, shareholder agreements and other investment documents are custom assembled. The right documents - every time.
DealPoint for Syndicates
An investment administration platform to present and execute syndicated angel investments. Angel syndicate partners are directed to datarooms where they can review diligence data and execute paperless transactions in a secure and compliant SaaS environment.
