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
- Joint Accounts
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
- Setup your white label portal
- Provide us with your logo and branding guides.
- We’ll build your branded environment on your own domain.
- 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.
- 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.
- 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.
- 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.