Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Raise Desk for crowdfunding platforms ← Back to the overview

Live demo · Blueprint No. 5803

Raises without the inbox. Compliance that writes itself.

Raise Desk runs investor onboarding, ID checks, retail caps, cooling-off, payments and offer closing from one place. Approve a failed ID check, watch the cap check stop an over-limit application, match the trust account in one click and send a clean register to the registry. Have a play: every button works.

  1. 01Check today
  2. 02Verify an investor
  3. 03Apply over the cap
  4. 04Match the payments
  5. 05Close an offer
  6. 06Sign off an issuer

This is the scaled-down version.

The real one is built around how your crowdfunding platform runs: your licence conditions and risk warning wording, GreenID or FrankieOne for identity checks, Equifax for director checks, Stripe, Monoova or Zepto for card and PayTo, Xero or MYOB for the trust account, Automic or Computershare for registers, DocuSign for issuer agreements and HubSpot or Salesforce so the team sees the whole picture. Retail caps, cooling-off periods and wholesale certificate rules are set to match your obligations and every step lands in the audit trail. It's hosted and looked after by the people who built it.

Talk to us about the real one →