Escrow Services

Facilitation of Escrow for Issuers, Platforms, and Registered Funding Portals

North Capital Private Securities is a self-clearing broker-dealer that facilitates escrow for offerings under Reg D, Reg A+, Reg S, and Reg CF. A full technology stack for automatic creation and processing of deal escrows.

What's Included

Everything You Need to Run a Compliant Escrow

Our experienced team provides efficient, compliant processes to guide you from opening escrow, accepting funds, processing returns, disbursing funds, and closing the account.

  • Escrows through banks for private offerings (Reg A, Reg CF, Reg D, Reg S)
  • Same-day view into account activity
  • Investor KYC and AML verification
  • ACH, wire, and check funds processing
  • Supports international investors
  • Quick and easy account set-up
  • Competitive pricing
  • E-sign escrow agreements
  • Experienced private securities team
  • Compliant, audit-ready processes
The Process

How Escrow Works at North Capital

A streamlined five-step process from first conversation to an active escrow account.

Meet the Team

A member of our business development team will schedule a call to introduce North Capital and answer any questions.

NCPS Review

NCPS performs a review of the deal and your company to ensure there are no red flags that would prevent us from doing business together.

Escrow Agreement

NCPS sends a standard-form agreement for electronic signature to confirm the terms of the escrow.

Account Opened

NCPS opens the escrow account as soon as the escrow agreement is completed.

Online Access

You receive an email from NCPS with instructions to set up real-time online access through the North Capital Portal.

Get Started with Escrow Services

Talk to our team about setting up escrow for your next offering.