THE VX PLATFORM
VXGI’S fully integrated investment platform allows a controlled investor interface, protects the integrity of the investment process, and ensures that all compliance issues are met. Secondary opportunities in cross-selling, cross syndication, and access to pre and post-funding services that enhance definition, clarity, and presentations are also available. The Platform advantage:
Creates a full understanding of the client through visuals.
Allows the investor to view all materials, including documents in a one-stop environment.
Automates the entire investment process, including the investment itself.
Eliminates multiple emails, drop boxes, conference calls, and mail or wires (to finalize the process).
Has the electronic ability to track investment interest and actual visitation.
Automates compliance protocols and auto initiates sharing.
Automates third party accredited investor verifications by licensed personnel.
The VX Global Platform integrates investment flow and decision-making. Our model also includes preparation and integrated services that can provide documentation, pitch decks, pitch coaching, valuations, audits, investment communication platforms, accounting services, HR, exit strategies, and income-producing joint ventures to assist clients and protect investors.
To date, we have over 7,000 Institutional sources and over 60,000 accredited investors being cataloged into our system. To learn more about please contact us or your referring agent.
AUTOMATED SERVICES/INVESTMENT PROTECTION
The platform allows notification to criteria driven investors that can view the entire offering, schedule a discussion, and an even invest online in a one-stop environment. The platform only allows accredited investors and funds that are cataloged on an interest basis. NO MASS SOLICITATION IS ALLOWED.
The platform enables draft, wire and automatic ACH ability to complete the investment process via integrated DocuSign and escrow accounts.