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CORP
"Where Technology and Human Capital Meet."
the vx platform
Level I
Seamless Administrative Portal
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Self-administered for tracking,
compliance, and use with your investment base. Can utilize all functionality. No marketplace requirements.
Level II
Onboarding Pro
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A walk-through on our value-building AI process with professional guidance and profile creation. Includes customized infographics and elective assistance.
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Level III
Marketplace for Investors
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Fulfillment of all preparation processes and visibility to our capital markets databases and sources. Attorney approved and CFO reviewed for compliance.
Level IV
Marketing & Direct Contact
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A top-level program that provides our clients a searchable database and criteria-driven sourcing to profile. Attorney approved and CFO approved forecasting.
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