Capital raising for issuers and investors

Workflows and tools to support the entire asset lifecycle, from origination through closing.

KYC & AML

Onboard investors to a personalized market

Create a streamlined experience for your investors to manage their portfolio and participate in upcoming deals. The investor KYC & AML process is configurable based on geography and investor type, and was built to support both retail and institutional investors.

Issuer insights from origination to closing

Access a personalized issuer portal to track investor activity, countersign documents, confirm orders and close the capital raising process.

CAPITAL RAISING TO CLOSING

Digitally-native capital raising

Workflows and tools to communicate with investors and facilitate a complete process.

  • Execute agreements electronically
  • Upload documents to the data room
  • Confirm and allocate orders
DEPLOYMENT

White-label interface or API Integration

White-label our interface with your branding to create a personal investor experience, or build your own marketplace and integrate directly via APIs. We provide full API documentation and development toolkits to get you off the ground running.

One partner for technology and brokerage needs

Ready to get started?

Jumpstart your marketplace with Templum.