Platform
Manage Investor Relationships With Attribution Your Partners Can Trust
Staff tools cover investor registry, deposits, capital assignment, earnings, and reports. Investors access dashboards, loan exposure, statements, and profiles through a dedicated portal.
Investor Experience
Who Uses This Module
Investors, accountants, owners, and capital managers
✓
Centralize investor profiles and capital activity
✓
Assign capital to loans with clear participation
✓
Generate earnings and manage payouts
✓
Export investor statements (including PDF where available)
✓
Offer investor self-service for statements and portfolio visibility
Reference Enterprise — illustrative product screens · no production customer data
Capabilities
What This Module Covers
Verified capabilities from the live platform — linked to authentic tour screens where available.
Investor Registry & CRM
Staff workspace for investor profiles, deposits, and capital activity.
View on tourEarnings, Payouts & Reports
Operational tools for earnings generation, payouts, and investor reporting.
View on tourInvestor Portal
Investor-facing dashboard, loans, statement access, and profile.
View on tourProfit Distribution
Allocate profits between business and investor participants.
View on tour
Screens
Authentic Captures from CapGrowth OS
Expand any frame for a closer look, or jump into the product tour at this module.
Profit Distribution
Allocate monthly profits between business and investor participants.