Build your investment marketplace

Launch your white label investment marketplace : crowdfunding or private placement.

Quickly launch your white label investment marketplace

Many platforms use cases

Many platforms use cases

  • Crowdfunding : Create crowdfunding platforms for Fintechs

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  • Portfolio management : Create deal flow management platforms for venture capital

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  • Club deals : Create coinvestment private platforms for business angels

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Dedicated access for investors and projects

Dedicated access for investors and projects

  • Determine the type of investors that has access to your platform depending on your activity.

  • Give specific access to each user based on your confidentiality policy.

  • Build an intuitive interface for your users with your own functionalities, so they can be involved in all financial operations.

Partners access

Partners access

  • Give access to your wealth management advisor partners, accountants or business providers to follow operations and actions of their customers through a dedicated space.

Investor relationship management

Investor relationship management

  • Get your investors to endorse the integrated KYC policy and process

  • Collect your investors’ investment criteria, so they can optimize their subscription rate

  • Keep track of the investment good standing. The investors can consult all opportunities, subscribe, sign documents and make online payments.

  • Follow up on performances. The investors can manage their wallets online, follow up on their performances and decide where the profit or interest rate from previous projects would be reinvested in.

Funding operation management

Funding operation management

  • Evaluate the conditions and presentations of all funding requests. You can also negotiate your conditions live with the project manager.

  • You can ask for an expert’s opinion or a third party evaluation to rank the projects

  • Add up all legal documents to be signed online

  • Manage all funding phases : selection, evaluation, negotiation, launch, closing and follow up

  • Get your online revenue via automatic commissions

Customized configuration

Customized configuration

  • The Particeep solution allows you to configure your platform according to all allowed investment supports : equity, loan, bonds, donations, hybrid, real estate.

  • Multiple features can be implemented and many third-party services can be integrated

  • You define your management rules: degree of confidentiality, languages, and many other settings

Powerful back office

Powerful back office

  • The Particeep back office was built to minimize the number of human resources needed to run the platform

  • The back office functionalities allow for the complete management of your online community, operations, financial flow, legal documents to be signed and reporting

  • On the dashboard you can access all customized functionalities, the platform can be fully customized and all data are available online.

Let’s talk about your projects

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