Transaction CenterLearn more about our Transaction Center

Use a modern, simple to follow process means both your investors and your firm always know where each offer sits in the process and what action items are left to close an offer – speeding up time to close to hours rather than days or weeks.

Speed Up The Transaction Process:

  • Funding process able to be completed in just minutes
  • E-mail updates of investor status
  • Digital closing docs

Fill out the form below to access our product video

For more product videos explore:

Investor Relationship Management

Sponsor Direct’s investor CRM is specifically designed for the CRE world, built to help you store, analyze and manage all your investors, investing entities, offers and investments data.

Watch Our Video

Investment Hub:

Provide your investors with a great user experience by giving them a powerful dashboard to view and organize all their investments in one place. Our self service Investment Hub cuts down on Investor Relations service and support calls.

Watch Our Video

Customizable Online Offering Pages:

Grow your investor base using a branded, secure and completely turn-key solution to easily and efficiently publish and promote investment offerings online.

Watch Our Video

Document Management:

Keep all your investment documents – like K1s and PPMs – in one place and allow your investors to access their important documents securely.

Watch Our Video

Email Management:

With a built-in email composer, attaching secure documents, personalization and sending emails is straightforward.

Watch Our Video

Lead Management:

Powerful tools allow you to prioritize and engage your strongest prospects and increase your offer to investment conversion rates.

Watch Our Video

Offer Management:

Create investor transparency and speed up time to close using our offer tracking tools to quickly move an investor from offer submitted to offer closed.

Watch Our Video