Invites Investors, Issuers & Intermediaries to Apply as Beta Users for the Company’s Investment Banking Software Platform

Share Article

Company opens invitation for individual and institutional investors, intermediaries and companies to join its newly launched online investment banking platform. announces the beta launch of the company’s new investment banking platform, inviting a select number of beta users to join the portal and provide feature and functionality testing over a several month period. The portal includes several meaningful features to savvy investment bankers, M&A advisors and broker-dealers including a customized transaction CRM, marketing automation software, project management software, digital signature software, virtual data room software and deal matching tool. The company’s platform is meant to augment the hands-on approach provided by deal makers, allowing them to facilitate more deals, more efficiently.

General, limited users will be admitted to the platform once beta testers have completed their review of the system which is likely to happen sometime around Q1 2017. Investors, entrepreneurs and intermediaries are invited to beta test the platform and provide the feedback needed for the company to create the ecosystem they would like to see in a full-fledged industry-leading platform.

The platform is meant to not only provide the tools deal makers are increasingly demanding, but it is meant to bring investors and entrepreneurs together for mergers and acquisitions as well as select, quality capital formation projects. In addition, the company is committed to some of the new 506(c) and Regulation A+ offerings. “We are not only committed to our new software product launches, but we are excited to provide access to investors in the new equity crowdfunding economy through Titles II and IV of the JOBS Act,” says Nate Nead of “With access to a private, online investing portal, investors will have greater access to off-market, private deals.”

The beta period will involve some effort by interested platform users, but further discounts to the platform’s subscription will be offered to committed beta users over a much longer period. “We are intent on rewarding those who help provide the feedback we are looking for on features and functionality on the platform,” Nead says. Investors, intermediaries and entrepreneurs are all invited to reach out to the company to discuss using the platform on a private basis for free for several months.

About is a private, online, institutional investing platform for institutional and accredited investors seeking M&A and capital formation opportunities not available to the market at large. The platform is backed by licensed investment bankers who are able to transact between investors and issuers in a compliant manner. In addition, investment bankers are available to assist individual issuers in the issuance and sale of corporate securities through private placement and M&A. More information is available at

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Carl Christensen
+1 (425) 405-0744 Ext: 101
Email >
Visit website