EquiDeFi® is a workflow solution that makes private investments easy for investors, issuers, and brokers alike.
Investing is easy and fast for all types of investors, optimizing conversion and retention rates.
Launching and managing offerings is streamlined and convenient for issuers and professionals.
A low-friction, high retention investment workflow lets investors breeze through the investment process – even on their smartphone.
Our investor support center provides access to tailored content at every step of the process, so that most investor questions don’t even get asked.
After completing their investment, investors get access to the EquiDeFi Investor Portal, where they can check the status of their investment and access offering documents.
If an investor abandons the investment process, email nudges will let them go back to where they left off – in a single click.
“We recommend EquiDeFi® to companies for handling their offering subscription process.”
Robert Steele, CEO
Thumzup Media Corporation
Once investments start rolling in, the Issuer Portal lets you monitor investments in real time, bringing important and actionable information to the top.
A concise offering overview visualizes your offering’s progress, ready-to-close funds, time remaining, and other vital statistics.
Manage multiple, concurrent offerings with ease. Everything you need to act on is brought to the forefront on an intelligent dashboard.
EquiDeFi’s full set of KYC/AML, and diligence tools, help you stay compliant. Audit trails, which include IP tracking, geolocation, e-signature IDs and much more are available at your fingertips.
Get an immediate picture of where investors are in their investment process, and focus first on the investments that will make the biggest difference for your offering.
Quickly understand who your investors are, what part of the world are they coming from, how much they are investing, and where your offering is trending.
“We love the simple styling and organization” — “The attention to detail is everywhere.”
Tom Pruter, Freshies Tequila Selzer
Understand the state of an investment from a single place. Quickly identify what’s holding them back, and easily take action to help them move forward.
Need to reach out to an investor directly? Call or email them with a single click. All the information you need to discuss with them is already in front of you.
Save important information about an investment or make notes for yourself or your team with the built-in investment notes system.
“A significant and much needed improvement to private placement workflows”
Michael Harris, Esq.
Join these successful Issuers who have already started raising capital on our platform.
If you’re looking into raising capital, get in touch with us to see the platform in action.
Our experts are ready to walk you through the features and answer any questions.
