Create compliant, professional, branded application forms to help you raise capital

Create your offer application form in minutes

Use our guided wizard to build an application form for your offer quickly and easily.

Upload your offer document, set investment options, configure AML/CTF and wholesale investor requirements, and choose how investors pay. You can also add due diligence questions, prioritise applicants, and customise your terms and conditions.

Engage investors with a customised branded offer landing page

Include your logo, brand colour and hero image, highlight key statistics about the offer, and introduce it to investors with a description.

Collect Expressions of Interest (EOI) before the offer has opened

Collect the contact details of interested parties from an EOI form on the offer landing page. Send custom emails and invitations to the data room to contacts on your EOI list.

Allow registered applicants to access a data room

Upload additional documents to an offer data room, and manage access to the data room and application form through a login form for registered applicants.

Allow requests for access via the landing page, and send invitations to registered applicants to access the data room.

Manage applications and payments

When applications are made, you’ll be sent a notification, the applicants can receive invoices automatically and receipts when payments are received.

If required, AML/CTF/Wholesale investor checks can be performed automatically through GreenID, or manually.

Allot, scale-back or reject applications as required

When securities are allotted, investors will receive holding statements, certificates and an invitation to register for our Investor Centre.