Offer an investment experience that keeps investors coming back.

From onboarding to making an investment to receiving distributions, Avestor creates a seamless investment experience that keeps both you and your investors happy.

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Onboarding Investors

Ensure compliance and attract the right investors into your fund.

Our onboarding process ensures all key information is collected from your investors prior to accepting their capital.

KYC & Accreditation Checks

Every investor goes through our KYC, accreditation and AML checks to ensure you remain SEC compliant.

Investor Accounts

Once approved, your investors can log into their account to start viewing investment opportunities and building their custom portfolios inside of a single fund.

Raising Capital

The easier it is to invest, the faster you’ll raise.

Provides your investors with everything they need to make an informed decision about an investment and seamlessly allocate capital.

Deal Room

Your customized deal room lets investors view and evaluate all of your available investment opportunities. Upload all deal information into one place and create a fully custom branded deal page so it looks and feels like you.

ACH & Allocations

Your investors can seamlessly transfer up to $100,000 in a single transaction right from their bank account to the fund. After their funds arrive, you can allocate their funds into your investment opportunities with a single click.

Managing Investors

Seamlessly manage investors and capital.

Ensure you're remaining compliant with our easy-to-use investor mangaement tools.

Virtual Cash Balance Account

When investors receive investment earnings, they flow into their virtual cash balance account. This provides investors the flexibility to reinvest their earnings into another investment opportunity or take a distribution.

Simplified Taxes

With a Customizable Fund™, your investors get their pro-rata share of depreciation, profits/losses for each investment they participate in. But unlike traditional syndications, taxes are simplified with a single consolidated K1 making taxes easier than ever.

Raise capital faster.

Book a strategy call to see if the Customizable Fund™ is the solution both you and your investors have been looking for.

Book a Strategy Call