For organizations that are seeking to build a crowdfunding Portal Platform for businesses in their "community" with a compliant and seamless eco-system of automated workflows, tools and services that protect the investors and support the business owners efforts to raise the capital they need to grow.
CLi’s Portal Platforms are designed, developed and supported to match your investment Eco-system. Our single sourced solution is a fully integrated ecosystem that includes the most robust compliant software solution with the essential best-of-class services. Designed as a flexible and robust private labeled enterprise solution, each deployment is configured to match your unique business.
Your portals’ business model is configured based on:
Connecting Investors and Offerings
in a Non-transaction Environment
Who is a Service Portal for?
Soliciting Investors for Assets
Owned or Managed by the Portal Operator
Who is a Proprietary Portal for?
Offerings with Investors
Who is a Marketplace Portal for?
Apicista is our unique private-label software package to support the online solicitation, sale and support of private and exempt securities. It is comprised of 6 different applications which can be configured to match a unique regulatory environment and business model. Apicista supports a compliant workflow process which can scale and grow with your business.
The architecture of CLi’s investment operating system is truly revolutionary. It combines our market leading Apicista software, with best-of-class services and portal package design to be customized for your design and workflow requirements.
From configurations of security exemption templates to custom design of offering pages, the CLi team has blended configuration, tiers of customization, and third party integration to ensure that no two deployments of our portal packages are the same.
Built on patented technology that supports real-time data translation and exchange with third-party applications (APIs) for a seamless user experience within a compliant investor ecosystem. This allows you to harness the power of a 100% online investment workflow.
We are experienced business development specialists that help you design your Portal Platform to meet your business requirements. The five-step process reduces risk and allows you to move forward as you gain support for your Portal.