CUSTOM 506(c) INVESTOR PORTALS

Our 506(c) Investor Portals provide three key advantages for the execution of your Regulation D 506(c) Offering: Promotion of the Offering; Investor Prospect Management including Controlled Access to the PPM and; Investor Subscription Management including an Investor Relations application. Welcome to the future of 506(c) offering Execution!

Our Investor Portals Are Like Nothing You’ve Seen Before

Just like our Presentation Grade PPM documents our portals were designed and built to maximize the effectiveness and success of your Regulation D offering using the most advanced applications and technology on the market. Custom designed for each client our Investor Portals provide you not only with a means to present your offering, but they also provide a means to manage your investors well after the offering is finished. All of this is provided for one low price, and provides a way for you to stand above the crowd and meet your offering goals. Keep reading to see the portals in action or sign up below.

We know that users differ greatly in demographic. We kept that in mind with our design, making things easy to use and find.
Every aspect of our portals were custom developed to look great across multiple browsers and screens. 100% responsive.
All information from our portals is easily and readily available to your users. No searching. No getting lost on other pages.
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Solution One: Offering Display Web Portal

RDR’s custom 506(c) Investor Portals are designed to help you raise capital through a 506(c) offering more effectively and manage investors efficiently and effectively. The RDR 506(c) Investor Portal will be a client dedicated website that will provide a sophisticated web-based portal, specifically for 506(c) exempt offerings, allowing for promotion of the 506(c) offering, investor prospect management, and PPM document delivery and tracking. The portal will also allow upgrading an investor prospect to “investor” staus allowing for subscription document downloads and upload storage, investment processing information, ordering accredited investor verifications, and investor relations functions. Mobile "app" type access will allow Company management to manage investor access and information remotely and efficiently.

Beautiful, modern designs

Multiple templates to best capture interest.

Customized with you in mind

Each portal is customized with your graphics

Modular design for easy customization

All modules can be easily relocated.

Full Responsive

All our portals are 100% responsive.

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Solution Two: Potential Investor Management

The RDR 506(c) Investor Portal will provide the capability for prospective accredited investors to become approved as a “prospect", review accreditation requirements, request delivery of the Private Placement Memorandum (“PPM”) with multiple delivery options (print, electronic, flip book), access management contact information, and view the Company’s SEC Form D filing. For the Company’s management team, this allows for controlled access to the PPM with the prospect providing contact information and, after approval, being added to the investor prospect database which provides management an effective tool for investor prospect relations and management.

Beautiful, flat design

Designed for ease of use across all platforms.

Customized with you in mind

Each portal is customized with your graphics

Application style use

Designed to replicate an app, without the cost

Full Responsive

All our portals are 100% responsive.

get started with your portal today

Solution Three: Investor Management

Once a prospective investor has decided they are interested in investing, the Company’s management team can then upgrade the prospect account to “Investor” level access. This access now provides access to subscription document downloads, specific process information for investing and instructions on transfer of investment funds, investor relations contact information, and the ability to see in real time statistics on the offering. Further, the Investor level access will allow for the uploading of signed subscription documents and accredited investor verification documents. Investors can also order an accredited investor verification securely through the portal if necessary.

Investor level access also includes access to an investor relations module that provides Investors the capability to access updates from management, quarterly and annual reports, operations or project updates from the Company, press releases, and Company financials. The portal’s mobile “app” type interface will allow the Company’s management team to review and approve upgrading prospects to “Investor” status from mobile devices in real time. The portal will provide value after completion of the offering by providing an efficient and effective tool for Company management to manage investor relations and investor contact information. For investors, they can easily get updates on the Company’s operations by simply logging in to their account and viewing the investor relations module.

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Please Choose Which Sample to Demo

One Page Real Estate
One Page Technology
One Page Oil and Gas
Multi-Page Minimalistic

We offer two selections of templates to give your offering an online presence. Our first “one page” option is more customizable while our second template is designed to function as a landing page with links to additional pages featuring content on the Company and offering. If neither of these options fit your needs please contact us to inquire about a custom designed portal for your offering. ×