Give your investors a world-class portal — white-labeled under your brand, live in 72 hours, at a fraction of the cost of building in-house.
Building an investor portal from scratch takes 6–18 months and $50K–$200K. Off-the-shelf platforms force your investors onto someone else's brand. VestIQ gives you institutional infrastructure, white-labeled under your name, in 72 hours.
Your logo, your colors, your domain. Investors never see the VestIQ name. Full brand ownership.
Investors paste any deal summary and get instant institutional-grade scoring, risk analysis, and a BUY/HOLD/PASS verdict.
English, Spanish, French, Mandarin, Portuguese, Arabic. RTL support included. No translation fees.
Investors can list and transfer shares P2P. Reduces redemption pressure on you while giving LPs liquidity options.
Each investor sees their holdings, distributions, IRR, transaction history, and AI-generated portfolio health insights.
Stripe Identity handles selfie+document verification. Accreditation gating enforces Reg D, Reg CF, and non-US rules automatically.
Schedule quarterly distributions. One click processes ACH payments to all investors simultaneously via Stripe.
Full operator dashboard: manage deals, review KYC, track investor pipeline, process distributions, configure fees.
Built on proven infrastructure. Real-time updates, row-level security, open API. Scales from 10 to 10,000 investors.
Unlike Fundrise or CrowdStreet, we never touch your deal economics.
For boutique brokerages getting started with digital syndication.
For established brokerages scaling their investor base.
For institutional-grade operations with complex requirements.
All plans include a 14-day free trial. No credit card required. Cancel anytime.
We launched our first digital syndication in three weeks. Our investors love the portal — it looks more professional than platforms ten times our size.
The secondary market feature alone justified the upgrade. Our LPs can now exit positions without calling us. That's a real competitive advantage.
As an international brokerage, the multilingual support and multi-currency features were non-negotiable. VestIQ was the only platform that had it built in.
Book a 30-minute demo. We'll configure a live prototype under your brand name before the call ends.
No spam. No credit card. 30 minutes. We'll show it live under your brand.