LOGIN

Deal Integrity, Standardized Across the Pipeline

Reg D and Reg A+ offerings validated to a consistent standard, with 1031 eligibility confirmed within the 45 and 180 day windows

Crowdfunding platforms standardize deal-flow validation across Reg D and Reg A+ offerings. 1031 exchange intermediaries confirm replacement-property eligibility and investor qualification, every deal is held to the same standard.

Crowdfunding Platforms

The Crowdfunding Problem

Reg D and Reg A+ offerings demand standardized due diligence and document validation, and the platform carries the liability when validation slips. Investor protection rests on accurate property and financial disclosure, applied to every deal at the same standard.

Use Cases

Due diligence automated for Reg D and Reg A+ offerings, with validation standardized across the entire pipeline

Standardized document checklist, generating a uniform deal assessment report per offering

Standardized Checklist Module

Deal Assessment Generator

Property and financial disclosure accuracy verified before publication, cutting investor fraud risk at the source

Property validation, financial document cross-check, and investor disclosure accuracy verification

Property Validator

Financial Verifier

Disclosure Checker

Deal defects identified and remediated before investor commitment, keeping liability off the platform

Deal-level risk assessment, remediation tracking, and compliance certification per offering

Risk Assessment Module

Remediation Tracker

Compliance Certifier

1031 Exchange Intermediaries and DST Sponsors

The 1031 Problem

Section 1031 exchanges run on deadlines: like-kind property identified within 45 days of sale, the exchange closed within 180. Valuation and purchase documentation must reconcile between relinquished and replacement properties, and when the IRS audits, the outcome turns on documented compliance.

Use Cases

Like-kind eligibility verified under Section 1031, preventing disqualified property errors before identification

Like-kind analysis, cross-checking property type against Section 1031 requirements

1031 Validator

Like-Kind Analyzer

Replacement property title and transaction documents validated, protecting investor interests before funds commit

Title validation on the replacement property, defect identification, and a marketability assessment

Title Validator

Defect Identifier

Marketability Assessor

Exchange compliance documented for IRS audit, with a factual record on the like-kind determination built as the exchange runs

An exchange documentation package, compliance certification, and audit trail generation

Exchange Documentor

Compliance Certifier

Audit Trail Generator

Hold Every Deal to the Same Standard

Request Pilot