Investment and Capital Advisory
Starting at
$
10,000
/moAbout this service
Summary
The three key steps are:
1️⃣ Design Your Opportunity
• Input parameters
• Customize your page
• Initiate the transaction process
2️⃣ Group Your Investors
• Invite participants
• Digitize onboarding
• Create a dedicated investment vehicle
3️⃣ Execute Your Transaction
• Track progress
• Automate documentation
• Streamline closing
What's included
Three Steps
The three key steps are: 1️⃣ Design Your Opportunity • Input parameters • Customize your page • Initiate the transaction process 2️⃣ Group Your Investors • Invite participants • Digitize onboarding • Create a dedicated investment vehicle 3️⃣ Execute Your Transaction • Track progress • Automate documentation • Streamline closing
Skills and tools
Investor
HubSpot
Industries
Asset Management