Product
Payments & Escrow
Integrated payment rails with third-party escrow management keep investor funds protected and your raise compliant. From ACH and card processing at commitment to automated distributions at close — the entire payment lifecycle is covered.
Book a demoMulti-rail payments
Accept ACH, wire transfer, and card payments from investors, with automatic confirmation.
Escrow integration
Funds held in third-party escrow accounts until closing conditions are met — required for Reg CF.
Failed payment handling
Automatic retry logic, investor notifications, and grace period management for failed transactions.
Distribution engine
Calculate and distribute proceeds to investors at close, including pro-rata splits and waterfall logic.
Reconciliation reports
Daily reconciliation of all investor commitments, payments received, and escrow balances.
1099 & tax reporting
Automated 1099 generation for interest and distribution payments with investor delivery.
More platform features