Investments Dashboard
Your comprehensive platform for tracking and managing all your investment opportunities in one place.
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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
Connect
Empowering businesses to engage with investors effectively.
Grow
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