300K+ Investor Profiles
A Unified Hub for Investors to Manage Their Investments
Enable investors to place investments, track distributions, and access key documents through a secure, self-serve portal.
A centralized, intuitive platform for investors
Seamless Investment Placement with Clear Actions
Full Transparency with Real-Time Portfolio Tracking
Secure Document Access for Better Compliance
End-to-End Investment Placement in 7 Minutes
Keep investors engaged with timely, professional emails while gaining insights into engagement and interaction.
Flexible Investment Funding Options
Investors can secure reservations and finalize commitments through ACH or check, ensuring fast and reliable funding.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Professional Deal Pages That Accelerate Fundraising
Investors can access polished, deal pages with key details directly from the portal, making it easier for them to commit confidently.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Tax-Advantaged Investing with Retirement Funds
Enable investors to fund deals using Self-Directed IRAs through our exclusive integration with Equity Trust Company, unlocking retirement capital with ease.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Full Transparency with Real-Time Portfolio Tracking
Avoid getting lost in a cluttered inbox. Keep all fundraising and investment conversations structured and accessible in one dedicated platform.
Live Distribution Insights
Investors can track past and upcoming distributions with real-time reporting and access associated documents for better financial planning.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Offering-Level Investment Overview
View and filter investments, performance metrics, and related updates by individual offerings.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Automated Investor Notifications
Keep investors informed with automated updates on distributions, capital events, and key investment milestones.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Secure Document Access for Investors
Give investors a centralized repository to securely store, retrieve, and manage essential investment documents.
Tax Document Tracker
Allows investors to access and download K-1s and other tax forms for easy tax filing.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Subscription and Accreditation Record
Store and retrieve subscription agreements, accreditation documents, and compliance records in one place.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Offering-Specific Documents
Allow investors to view and download investment terms, agreements, and key offering documents anytime.
"We were fully funded $7.5M in less than 48 hours!"
Michael Hollman
GP, Wolf Investments
Michael Hollman
GP, Wolf Investments
Michael Hollman
GP, Wolf Investments
Michael Hollman
GP, Wolf Investments
Got Questions?
We’ve Got Answers
With personalized onboarding, SponsorCloud ensures an effortless onboarding experience and enables you to use our platform easily and effectively.
Can I control access so that only certain investors see specific deals?
Absolutely. SponsorCloud's access control features allow you to restrict offerings by investor accreditation status, fund type, or custom criteria, ensuring you stay compliant and strategic with your capital raises.
How does SponsorCloud streamline compliance, document handling, and investor accreditation?
SponsorCloud automates document generation, e-signatures, KYC/AML compliance checks, and accreditation tracking—so you stay audit-ready and compliant without hiring extra back-office staff.
How do I onboard new investors using the portal?
You can integrate our investor portal directly into your website's Sign-up page. Once they sign up, they get added to your branded portal, and they can start their investment process with a dedicated portal under their name.
How does the portal help me maintain compliance with regulations?
SponsorCloud's Investor Portal ensures that all investor data is securely stored and managed in accordance with industry regulations. It also includes tools for tracking and managing accreditation status and ensuring all required documents are uploaded and accessible for audit purposes.
What is the cost of using the Investor Portal?
The cost of using the Investor Portal is included in your SponsorCloud subscription. You can contact our sales team for more detailed pricing or to learn about any additional features.
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