The Importance of Using Data & Technology to Fuel Strategy
CalTier Realty Fund talks about the importance of reporting, self-service, and data to create a seamless investor experience.
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How Technology Turbocharges Real Estate Investing
CalTier Realty Fund talks technology and some of their new developments in the REIT space and international investing.
Understanding the Power of Customized Engagement
CalTier Realty Fund talks about why customized investor engagement is critical and how an educational component puts investors in the driver's seat.
Revere VC: Investment Firms Are Embracing Technology To Scale And Survive
Chris Shen of Revere VC discusses the importance of investment firms leveraging digital technology to increase investor engagement and opportunities to succeed.
Why an Investor Engagement Strategy Can Make or Break a Capital Raise
Hear from Shadow Ventures about why a deliberate investor engagement strategy can improve your chances of a successful capital raise -- especially in the Zoom era.
Does Investor Experience Matter? Yes. Here's Why.
Learn from Shadow Ventures about why a capital raise platform that is intuitive for Joe Public can help investors of all sizes and experience levels.
How to Support Deals With a Technology Platform and Just a Little More Than the Click of a Button
EquitySeed chats about the difficulty of navigating a regulated space and how finding the right technology platform partner can streamline seamless capital raises.
WealthBlock has surpassed our expectations in so many ways. We were in search of a platform that is aesthetically pleasing, easy to use for both our team and our members and that would simplify our deal flow for our investors. There is no doubt that WealthBlock met these needs and have exceeded them. They have been an absolute pleasure to work with, have helped us build a valuable network of like-minded professionals and are always surprising us with new features. This platform has and will continue to enhance our ability to grow.
Hilary Mathis
Director of Marketing, FarmFundr