Features

Agreement reviews & e-signatures

Make your agreements as effortless as possible. Upload an agreement and share it with the other side for review. Upload revised versions based on feedback. Send the final version for e-signature, with an optional signature deadline.

Document sharing ("dealroom")

Securely share financial statements, tax documents, etc. Make requests for specific additional documents, or respond to a request by uploading a file. Submit revised documents at any time.

Escrow

Safeguard the funds with highly configurable, end-to-end escrow. Buyers can feel confident the seller will transfer the promised assets. Likewise, sellers can feel confident they will receive the promised payments. Learn more about Raiseform escrow.

Invitations

Invite investors to your offering, and equip them with everything they need to invest in your company.

Start-to-finish process

Follow step-by-step guidance through every stage of your offering. Simplify even complex offerings into clear instructions.

Dedicated concierge

Send your questions to the Raiseform concierge that is dedicated to your offering. Get expert help navigating your offering through any circumstances that might arise.

Security

Your data is not only encrypted in transit, which is common, but also encrypted at rest, which is unparalled. Further, you have options to require two-factor authentication for your colleagues, and/or your investors.