Investors & Sponsors

Investors and Sponsors are critical contacts for any Real Estate Syndicator, and Portfolio 360 is designed to not only help you track these contacts but also stay compliant with SEC regulations. The CRM in Portfolio 360 helps you to track contacts and meetings that you’ve had with your Investors and Sponsors for compliance, but it also helps ensure that you have a pre-qualification form on file that is digitally signed and timestamped so that you can provide this if the need arises. Both you and your investors have the ability to provide Soft Commits allowing you to view at a glance from your dashboard how many investors you have in your database, and how much in capital your investors are ready to come to the table with.