What happens if I quit Lifestyles Unlimited (or get kicked out)?
You still access and use Podium just as before. Your data is your data and you continue to access it and use it just as before.
You still access and use Podium just as before. Your data is your data and you continue to access it and use it just as before.
You own your data. You can export it to CSV any time.
Lifestyles Unlimited does not have any access to any data in Podium. A seperate company named Lifestyles Discovery LLC was created which owns and operates Podium.
Yes, Podium uses bank level security. All data is transported via SSL and TLS 1.2. It is stored encrypted in the database. We have gone to great lengths to ensure the data in Podium is protected and safe.
When you invest in an offering Podium requires a tax ID for the individual or entity that is investing. Your investment is reported to the IRS, this is mandatory, and the IRS requires the tax ID. Lead investors generate, usually through their CPA, a K-1 form each year for your investment and they must have your tax ID to generate this document for you and submit it to the IRS.
Podium is priced to fit easily into your operating budget. It is significantly lower priced than the most popular platforms, and has advantages they don't have (like the Celebration List and providing passives one portal for all their deals). Please see the pricing details on the home page for all the specifics.
Our stellar onboarding team will import your data. We import the Leads contact list, properties, and investors including all the information required to manage the investment and perform distributions. We have a simple and efficient process that makes it super smooth to get up and running. Passives don't need to import data, this is all done when their Lead investors join Podium.
If your question isn't answered here send it to podium@luinc.com and we'll answer it with a smile :)