We partnered with ShareIn to modernise the way in which we work. We are delighted with how the new platform has simplified the investment process and improved the way we communicate with our investors, who now have a wonderful account area to monitor their investment portfolio.
At a glance
Challenge
Aprirose managed their investor relationships through manual processes and offline communications. They needed a compliant digital platform to streamline deal flow, reporting and investor engagement.
Solution
ShareIn built a bespoke platform with online portfolio monitoring, document access, deal reservations and staged funding — all tailored to the way real estate transactions work.
Results
Aprirose's investors now have a single place to monitor holdings, access reports, explore new deals and track distributions. The entire existing portfolio was migrated to the platform.
As a leading technology provider in online investing, we delivered a robust platform that will allow Aprirose's investors to:
Monitor portfolio of investments
Access essential documents- quarterly management reports and updates
Explore new deals and opportunities
Keep a record of and display all distributions made to investors
Gather interest early on
Establishing potential interest and at what level online can streamline dealflow. ShareIn built a user flow to easily convert that initial into reservations if a deal does proceed.
Bespoke timing of funding
In a real estate transaction its typical to take a sum of money to secure the site, but the investment isn't completed until a later date. ShareIn can build a profile that suits the way you and your clients work.
Designed, built and operated by ShareIn
Migrating your data
Our team ensure that your clients portfolio can be consolidated in one place and you have a single source of truth
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