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Digital Investor Onboarding & Management

Turn the time-consuming and confusing investor onboarding and subscription process into an easy-to-navigate digital experience.

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Go Digital. Save Time & Money.

Quickly and easily onboard investors & manage your offering from anywhere in the world. Fully digital, feature-rich, market-proven solutions for your fund or business.

Comprehensive Investor Onboarding

1. Web-based dashboard for easy global access.

2. KYC/AML checks with full-service exception processing and night checks.

3. Dynamic web-based subscription forms. Never touch paper again.

4. Digital data room for offering docs. Instant updates and distribution.

Efficient Investor Management

1. Live view of investor onboarding progress.

2. Track subscription and funding status in real-time.

3. Easily communicate with subscribers and update forms.

4. Leverage Securitize's SEC-registered transfer agent services.

Take a Product Tour

Want to see more? Check out our product tours where you can get a closer look at the securitize platform in action.

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Why Choose Securitize

See The Platform

  • Dedicated global team of experienced customer success experts to guide you
  • Industry leader with over 100 signed customers
  • Extensive partner network on a global scale
  • SEC registered transfer agent, we can do more for you

Select Securitize Customers

Securitize has been a great partner for Lottery.com. Their platform and DS Protocol continues to lead the market which puts us in a position to take full advantage of the modernization of investment markets, and this new digital asset class.

- Tony DiMatteo | Lottery.com CEO

Upgrad­ing to the Secu­ri­tize plat­form and DS Pro­to­col means the BCAP token will always main­tain com­pli­ance, upgrad­abil­i­ty and the abil­i­ty to trade on the world’s best mar­ket­places and exchanges.

- Bradford W. Stevens | BCAP Co-Founder & MP

Interested in working with Securitize?

06/21/2020

Financing Curzio Research with a Security Token Offering

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06/21/2020

The Protocol Newsletter | Industry Spotlight: Armanino

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This site is operated by Securitize, Inc. (“Securitize”), which is not a registered broker-dealer. Securitize does not give investment advice, endorsement, analysis or recommendations with respect to any digital securities. All digital securities powered by Securitize’s technology are offered by, and all information related thereto is the responsibility of, the applicable issuer of such digital securities. Neither Securitize nor any of its officers, directors, agents and employees makes any recommendation or endorsement whatsoever regarding any digital securities powered by Securitize’s technology. Nothing on this website should be construed as an offer, distribution or solicitation of any digital securities. Securitize does not provide custodial services in connection with any digital securities powered by Securitize’s technology.