Help center Getting started Choose where to start with your company To organize your company’s money, start with a business account. Prepare company documents before applying. For a real estate opportunity, gather the asset information for evaluation. If you already have participants and planned capital, gather the vehicle details as well. Review the plans to understand the included capabilities and service charges. Compare plans Getting started Start with your company and what you need to do.
Eligibility and applying Prepare documents and follow your application.
Business account Organize accounts for your company and projects.
Sending and receiving money Check details, receipts and transaction status.
Cash management Connect balances, commitments and pending payments.
Project evaluation Prepare an opportunity and compare scenarios.
Structuring and vehicles Connect participants, documents and agreements.
Fiduciary services and capital Follow conditions and the use of fiduciary capital.
Investors Organize information for your project’s participants.
Leasing Organize applications, documents and space agreements.
Operations Coordinate asset operations with your team.
Team and permissions Give each person the access they need.
Documents Keep documents connected to their account, vehicle or asset.
Access and security Recover access and protect your account.
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