Manage your contacts, entities, ownership data, distributions in a one centralized location for all your team to access and update.
Create a secure online hub for all your shared documents and records so your team members and investors stay connected.
We understand that no two companies are alike, that's we let you choose the CRM fields that meet your business needs.
Moving from Excel to Update Capital was additive for our real estate investment platform. Update Capital's software allows our company to control a single portal used both internally and by our investors.
The intuitive dashboard provides our investors 24/7 access to easily view and download everything related to their investments, including historical performance, financial documents, quarterly reports, and our current investment opportunities.
We can show you how to take your investor relations to the next level