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Self-Service Onboarding
Step 1: Login and Platform Setup
Step 2: Add/Import Contacts to the Platform
Step 3: Build a new Offering
Step 4: Code Subscription agreements for e-signatures
Step 5: Learn the Investor Workflow
Step 6: Launch Offering/Platform to Investors
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CoSponsors
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Announcements
Get the latest updates on new features and platform updates here
Self-Service Onboarding
Quick Step-by-Step Onboarding Guide with Short GIFs and Videos
Leads & Investors
Leverage powerful features to drive meaningful relationships with your contacts
Portfolio (Offerings)
Manage your entire portfolio of offerings under one roof
Email
All the tools you need to successfully engage and manage your contacts
Settings
Use CoSponsors, set notifications, assign users, and so much more