Integration

A Smooth and Transparent User Experience

• Lightweight Tools
  Choose your own method of integration from our simple copy-and-paste button to customizing your own registration forms.
• Instant Account Creation
  Investors receive instant access to their personalized accounts and may continue to track the offering progress.
• Real-Time Alerts
  Platform alerts notify you when an investor has registered or invested.

Protect Your Data and Clients

• Siloed Data and Offerings
  Your data is your data and is never shared. Investor data and the relationships generated during the user experience is contained to your offering.
• Capture investor contact data
  Customize the fields that are important to you during investor registration.

Branding Solutions

• Customizable URLs
  Offering URLs can be personlized to your product.
• A Trusted Source
  Funds411 is one of the oldest providers for alternative investing technology since 2014.
• White-Labeled Experience
  Enterprise-level accounts may choose to provide investors with a completely white-labeled Investor Portal.
• Themed Investor Portal
  The ultimate seemless solution is available to Enterprise-level accounts.

Invest Now Button

Our "Invest Now" button is easy to use copy-and-paste embed code that is placed on your website. When clicked, it opens a simple registration form that captures contact data and forwards the investor to your offering.

Custom Registration Form

For added control and to collect additional data, you may integrate your own forms with our Investor Registration API. This method also provides the same flow as our "Invest Now" button and will forward the investor to your offering once submitted.

Direct Link

You may also directly link to the Offering page on the platform using the Portal Link and QR Code builder. This is the simplest method and does not require an issuer or sponsor website. New investors are prompted to register similar to the "Invest Now" button flow.