Investments Dashboard

Your comprehensive platform for tracking and managing all your investment opportunities in one place.

(for optimized viewing, open in desktop)

Share Holdings

  • summary of investments with %

  • Listed by most funded first

Wallet(s)

  • Lobstr

  • Stripe

Profile

  • Investors:

    Name

    Address

    Phone

    Email

    Last two years 1040s

    Last 2 years W2s or 1099s

    6 months Bank statements

    Brokerage statements

    Signed letter from CPA, lawyer, or financial advisor

    3 bureau credit report (proof of liabilities)

    Verification of employment

    Round Table Service agreement

    NDA

    Accredited Investor Questionnaire:

    A completed, signed questionnaire where the investor certifies they meet the income, net worth, or professional criteria.

    This includes acknowledgment of the risks of falsifying their accreditation status.

CRE

Discover the best real estate developers in the US with ROI.

Shares starting at $1500

SLIDE Transportation

Reliable transportation fleet operating for over 25 years, across the US.

Shares starting at $3000

Blue Cycle

Ideal location for your growing business needs.

Shares starting at $4500