What is the 1776ing platform?
1776ing is an innovative online platform that connects businesses seeking capital with accredited investors and their advisors. It simplifies alternative investment processes by offering a compliant, seamless, and visually engaging environment where users can explore, evaluate, and invest. The platform emphasizes transparency, robust data transfer, and effortless connectivity with third-party systems.
How do integrations work?
- HubSpot CRM – for lead management, marketing automation, and client engagement.
- Vistra Fund Solutions – for automated subscription data management, reducing manual entry and costs.
- TINCheck – for KYC/AML background checks and compliance.
- DocuSign – for secure document routing and e-signatures (in addition to the platform’s built-in e-signature).
- These integrations ensure smooth data flow, reduce operational friction, and maintain compliance.
What does implementation look like?
- 1776ing builds a white-labeled portal that integrates seamlessly with your existing website (e.g., “Invest Now” buttons).
- Advisors lead the onboarding process with guided workflows, while clients complete subscriptions electronically.
- The platform supports both online and offline steps, accommodating the unique approval processes of different firms
- Comprehensive training is provided for Investor Relations and Sales teams to ensure smooth adoption
Can we customize the platform?
Yes. Every portal is white-labeled and tailored to your firm’s branding—fonts, colors, graphics, and overall look and feel. The platform is adaptable to both 506(b) and 506(c) compliance requirements. Enhancements made for one client roll out to all partners, meaning your portal benefits from continuous improvements without added cost.
How is pricing structured?
Pricing varies, as our platform can be easily tailored based on a firm’s needs, specifications, integrations, and usage.
How does 1776ing compare?
- End-to-end digital onboarding with built-in compliance.
- Advisor-inclusive workflows (no investors are left outside the process).
- Embedded data rooms, offering pages, and self-service investment tools that replace legacy “Contact Us” or paper-based systems.
- Continuous upgrades, ensuring your platform evolves as the industry does
What about compliance?
- KYC & AML checks are integrated into subscriptions.
- 506(c) accreditation verification is supported by third-party attestations from CPAs, attorneys, or advisors.
- Reg D compliance requirements are met through structured onboarding and documentation.
- The system allows real-time monitoring of investor engagement and audit trails for all investment correspondence
