Technology-based investment solutions for broker-dealers, banks, fund managers, funding platforms, and private issuers who want to access private investment markets.
TransactAPI enables broker-dealers, funding platforms, and issuers to conduct online private securities offerings. Our standards-based API toolkit can be quickly integrated with proprietary platforms, saving development time and money. Issuers, intermediaries, and advisors benefit from straight-through processing of private placement transactions — higher volumes, broader investor access, and reduced processing times.
Opera IP fully integrates the capability of TransactAPI as a white-label investor portal. Commonly referred to as a "platform in a box," Opera IP is a quick-to-market solution with your logo and branding, highly configurable to meet your needs. Out of the box, the platform includes the ability to customize all investor-facing information, upload offering documents, and process investments via check, wire, or ACH.
Opera IQ is an automated solution for qualifying investors for both accredited status and KYC/AML. A seamless and customizable micro-portal that can be connected to any web page for your Reg D 506(c) offering. Investors verify identity and submit accreditation documents in one sitting.