It is very easy to use and intuitive. The onboarding process was thorough and very helpful. Once the onboarding was complete, having the investor portal plug-in on my site makes it look very professional. This is the area where I direct all investors to obtain their documents. Update Capital is also continually adding features and the knowledge base of videos on these features is great. The support techs are also always available by phone and very knowledgeable. I found that this decreased the time it took to get up to speed on the program.

Update Capital provides a great way for investors to get the full story on their investments. They can take a look whenever they like, as frequently as they prefer. If they haven’t been keeping up with a development project, they can log in and get caught up on everything that’s happened and know just where things stand. Furthermore, every time we send something out, we can see how many investors opened the email, how many of them logged in, everything. We get information about how they are engaging, and that’s very helpful. The Update Capital team is very attentive. If we're looking for a feature that’s not available, they always say, “Let’s see if we can add that for you”’ In the beginning, we needed a lot of customization and Update Capital was always happy to work with us. They are very receptive and responsive to feedback.

The team at Update Capital has been super supportive in working towards improving both our investor experience and administration back office. They are always willing to listen and continuously work to improve the platform to accommodate our growing needs. We have been able to streamline our back-office procedures, link to our CRM reporting functionality and ensure our data is all in one secure place!