We've designed a customisable subscription process that caters to individual or corporate investors allocating into funds or single companies. An integration with HelloSign, allows for digitally captured, tracked and recorded signatures.
Secure, efficient & compliant investor onboarding
Bulk onboard investors or allow them to create their own account. Each profile is securely stored in the platform and relevant details will pre-populate across subscription forms. AML and KYC checks can be included as an add-on feature.
Easily generate and edit product marketing pages
Fund and company marketing pages can be created in minutes and brought to life with easy to add video, imagery, and document download links.
Monitor and track investor subscriptions
Notifications and analytics tools allow you to manage and support investors through the subscription process. Track progress and approve subscriptions directly in the platform.
Simple and flexible reporting solutions
Integrate with custodians to seamlessly deliver investor reporting. All reporting can be dynamically displayed in platform with point in time pdf exports available.
We will never ask you for money. If you have been contacted by an individual on social media claiming to be from CoInvestor and are being asked to invest, these claims are not legitimate and have no affiliation with CoInvestor. Please report these accounts directly to Action Fraud at https://www.actionfraud.police.uk/.
If you have any questions, please speak to us using the live chat icon at the bottom right of the screen.