Marko, The Alternative Investment Platform

Summary

Most investors are now accustomed to the online portals provided by the large brokerage firms. They expect to be able to login and gain access to investment related information 24/7. Marko brings that experience to the alternative investment space! Learn about our 5-step proven process (PDF).

White Labeled Investor Portal

Promote and enhance your brand at every investor interaction.

  • Vanity URL on your own domain
  • Branded environment and notifications
  • 24/7 investor access to account

Support for All Investment Account Types

  • Individuals
  • Joint Accounts
  • Entities
  • Trusts
  • Retirement
  • Brokerage

Electronic Signatures

Go from pledge to signed sub docs in less than 5 minutes!

  • Investor data auto filled
  • Customize signature order
  • Branded communications

Equity and Debt Security Support

Multiple share classes? Secured note offering? Unitized or capital balance? We support it all.

  • Track preferred return or interest due
  • Multiple security types per Offering
  • Exchange securities
  • Fluctuating share price

Compliance without the Headache

Accreditation verification, AML, OFAC and KYC compliance is completely integrated. No pain required!

  • Accreditation Verification for 506(c) offerings
  • AML and OFAC checks
  • KYC for individuals and entities

5-step Proven Onboarding Process

  1. Setup your white label portal
    • Provide us with your logo and branding guides.
    • We’ll build your branded environment on your own domain.
  2. Publish your new and existing offerings
    • We configure the system based on your documentation.
    • For offerings that you are actively raising capital for, we will map the systems data fields to your subscription documents.
  3. Import existing investor information
    • Provide us with your investors executed subscription agreements and capital account balances.
    • We’ll create all the user accounts and import their account and holding information directly into the system.
  4. Train you and your staff
    • We provide your staff with training on how to use the system.
    • We also provide you with email templates and step-by-step guides that you can provide to your investors to help aid the investment process.
  5. Go live and start raising capital
    • Drop an investor login button on your website.
    • Raise capital while you sleep!

By following our proven process, Marko acquires data, builds your portal and configures your assets for you to easily manage and monitor in a secure environment directly benefiting both you and your investors.