Learn how Podium works in just 4 minutes :)
Join the Celebration List and connect with Passives. Build your contact list quickly. Stay in touch and communicate with your perspective investors.
Build your contact list now so the moment you find your first deal there is no delay making it happen.
Digital signatures are completely integrated into fundraising. Track every step for every investor in one place. Effortlessly raise your capital in days.
Always know exactly where you are in the fundraising process, every dollar, every investor, and every subscription contract.
Perform automated ACH transfers. Calculate distributions with one click. Create export to use in other systems like Resman. Share with your CPA.
Share monthly, quarterly, and annual reports. Upload K-1 statements to each investor.
“What you’ve developed in Podium is just incredible. I have used another kludgy, ‘institutional’ solution and Podium by far blows it away. I bought out of my previous contract just to switch to Podium because the feature set was so much more capable.
To put this incredible software solution into relatable terms, Podium is like the bodybuilder of investor CRMs! Seriously, there’s no fat, no fluff. Just muscle and power. It’s intuitive, straight forward, easy to navigate and very well thought out. And the team has been very responsive.
That’s just the Lead side. I actually use both, and the Passive features are just as impressive. Syndicating this deal has been by far my easiest.”
View the Celebration List and easily connect with other committed members. See who you haven't connected with, who is reviewing your request to join their list, and who you are connected to.
Learn more about members you are interested in investing with. Submit your pre-filled questionnaires.
Consider offers that Leads make available. Access documents securely. Respond to the offers with your investment amount. Submit your subscription agreement.
Watch as the offers progress from an invitation to soft commitment to subscription to closing.
View all of your investments on the Podium platform. Every distribution is tracked. For each deal see your contribution amount, percentage of ownership, and distributions to date.
Access monthly, quarterly, and annual reports for each deal. Get your annual K-1 statement. All information is secure.
Podium costs a fraction of other deal management apps
Deal management systems are expensive. IMS is $1,100 per month and has a setup fee of thousands of dollars. Even if you have only 1 or 2 deals and are just getting started. Other platforms are very expensive. Podium is priced affordably for all leads.
Being a passive on Podium is free. Everything you need to respond to offers and invest in deals with leads is available completely free.
If you would like convenience features as a passive you can subscribe to Podium Plus for $20/mo.
Podium Plus includes:
Dashboard
Investment Tracker
Distributions Reporting
Celebration List (connect with Leads)
Off-Podium Investments
Made with Mobirise - Find more