Our full-service Issuer Dashboard creates a home base for founders, managers, and team members to perform deal operations tasks before, during, and after an offering.
Bring along the partners you already know and trust – Issuance offers designated permission levels for marketing and support teams, plus a standalone broker dashboard with trade review functionality.
Trade review interface with hands-free AML/KYC ensure every investor transaction is compliant, identity verified, and appropriately screened.
Pre-built reporting formats and on-demand data exports help you comply with books and records requirements.
Real-time conversion tracking and self-configurable tracking inputs for Meta, LinkedIn, Tiktok, Google Analytics, and other common conversion pixels.
Dedicated marketing report formats allow internal and agency teams to export real-time data on conversions, lead sources, funnel health, and more.
New investor notifications alert your team to ownership changes on the spot, and provide visibility into shareholder records.
SPV and custody solution compatibility to ensure that whatever your structure is, Issuance can be a home for your deal operations.
Real-time operational intelligence to keep your staff up to speed with investor progress, clearing failure resolution, required actions, and dropoff.
Automated data activation to deliver live investment data where you need it most, including customer support and CX ticketing solutions you already use.
Data & Integrations
Thousands of pre-built data activations.
Put your fundraising data to use wherever you need it – CRMs, email campaign managers, analytics tools, and more.
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