Manage live deals and every offering that came before.
Publish offerings, put them in front of the right investors, take investment requests, and keep a searchable archive — one governed deal-flow pipeline.
Follow an offering through the portal
From the branded storefront to a submitted investment request — every step below is an actual product screen.
A branded front door for exclusive access
Investors land on a curated carousel of active offerings — size, location, and minimum investment up front — with your firm's branding and secure login by phone number or user ID.
- Institutional-grade presentation of each deal
- White-labeled to your firm
- Sign-up and language selection built in
Everything an investor needs to decide
Each offering carries size, minimum investment, term, asset sub-class, and location — with the offering document one click away and Invest Now right on the card.
- Active and past offerings tabs
- Offering documents attached to the deal
- Need More Help puts the Fund Manager one tap away
Questions route straight to the Fund Manager
Interested investors confirm their contact details and the inquiry lands with the Fund Manager — attached to the deal, not lost in an inbox.
Commitments captured, confirmed, and tracked
When an investor commits, the investment request is submitted to the Fund Manager and confirmed on screen — a tracked record from the first dollar.
- Investment details sent to the Fund Manager
- Confirmation with amount invested
- Straight back to the active offering
Actual product screens, shown as configured and white-labeled for RedGram Wealth Management — an investment advisory firm running on EbixMeridian. Your firm gets the same portal under your own brand.