Fassport

Fassport Invest: AI-Driven Fundraising and Investor Management" Fassport Invest is an AI-powered platform designed to simplify fundraising and fund management by connecting you with qualified investors, accelerating capital raising, and providing comprehensive investor relationship management. It offers end-to-end capabilities for marketing offers, onboarding investors, managing accreditation, and tracking investor activity, all within a centralized portal. The platform targets general partners (GPs) and limited partners (LPs) with a focus on efficiency, compliance, and transparency throughout the investment lifecycle.

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How Fassport Invest Works

1. Market Your Offer: Create and showcase investment opportunities to attract interest. Include public marketplace pages for 506(c) offerings and customizable deal branding.
2. Connect with Investors: Use the built-in CRM and investor management tools to engage with LPs, manage introductions, and build relationships.
3. Manage and Grow: Oversee investor activity, document views, email opens, and click-throughs; efficiently onboard new investors and manage ongoing relationships.

If you are an Investor, Fassport Invest provides access to vetted deals, personalized management, and financial tools to help maximize returns.

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Key Capabilities

• Comprehensive investor management: onboarding, tracking interactions, and relationship development
• Application management with KYC, document uploads, and accreditation verification
• Offer management tailored for Rule 506(b) and 506(c) offerings, including a public marketplace page for 506(c)
• Admin portal and personal financial passport for secure access
• Investor accreditation verification with PEP/AML checks
• Centralized, secure document management (digital locker for tax documents and K-1s)
• Accredited investor verification to unlock exclusive investment opportunities
• Market-leading transparency: track net worth, generate personal financial statements, and monitor portfolio activity
• News and resources: latest articles and guidance on regulatory topics (e.g., Rule 506(c) vs 506(b))
• Onboarding and compliance: streamlined processes for applicants and fund administration

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How It Works (Step-by-Step)

• Get Started: Market your offer to attract investors.
• Connect with Investors: Engage Limited Partners with Fassport’s tools.
• Manage and Grow: Use the management features to oversee investments and expand your network.

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Core Features

• AI-assisted investor matching and management
• Offer management for 506(b) and 506(c) offerings with customizable branding
• Public marketplace pages for increased visibility
• KYC, accreditation verification, and AML/PEP checks integrated into onboarding
• Centralized document management (digital locker for tax docs, K-1s, etc.)
• Accredited investor verification to unlock exclusive deals
• Investor portal for monitoring net worth, statements, and portfolio details
• Comprehensive investor activity tracking (document views, email opens, CTRs)
• Integrated admin portal for GP operations and compliance
• Regulatory guidance and educational articles (e.g., Rule 506 distinctions)

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Safety and Compliance

• Built-in KYC/AML/PEP checks and accreditation verification to ensure regulatory compliance
• Centralized, secure document storage with controlled access
• Transparent investor activity reporting for audit trails

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What You Get

• A one-stop platform for marketing, onboarding, and managing investors
• Streamlined subscription and deal documents with ready-to-sign forms
• Enhanced visibility and control over fundraising campaigns and investor relations

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Target Users

• General Partners (GPs) seeking efficient fundraising and investor management
• Limited Partners (LPs) looking for vetted, accreditated investment opportunities
• Fund administrators needing an integrated workflow from marketing to closing