Digital Platform for Broker Dealers

Transforming advisory services for private companies and fund issuers

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Making Capital Raising More Efficient

We partner with you to service your private issuer clients and efficiently bring investment opportunities to a broader investor network. Whether you are working on the sell-side, with High-Net-Worth individuals, or institutional clients, you need to stand out by bringing innovative and compelling investment opportunities to the table.
iownit is a deal management and syndication platform for broker-dealers to streamline and complete their transactions.

What We Provide

Client Portal

Provide seamless access to your deal flow through your own branded portal while retaining control over client relationships.

Bookbuilding

Give your clients real time visibility into entire bookbuilding and capital raising flow without spreadsheets.

Syndication

Syndicate across other broker-dealers with a click of a button, increasing your reach and delivering value to your clients.

Services

Increase your client satisfaction by providing them with access to our client support services team during and after engagement.

Marketing

Leverage our technology to create, display and share consistent, professional marketing materials during the entire deal process.

Infrastructure

Improve your internal operations by automating routine tasks using our proprietary permission based workflow tools and system.

  • Technology

    • Technology

    We power tomorrow’s private markets by providing the end-to-end modern infrastructure to issue, manage, buy and sell private securities. Our platform includes:

    • Deal room – provide your clients with a deal-room to market their offerings.
    • Digital securities – enable your clients to easily create digital asset securities and maintain auditable and immutable records.
    • Smart Subscriptions – provide your clients with a seamless online subscription and transaction execution capabilities.

  • Connectivity

    • Connectivity

    By digitizing the infrastructure underpinning the private securities market, our goal is to enable connectivity across the private market ecosystem:

    • Control – build long-term relationships with your clients by providing ongoing advisory services and market intelligence.
    • Access – connect with like-minded organizations on a digital-first platform, lowering barriers to entry to access private market opportunities.
    • Expanded Services – offer a wide range of services to your clients, including advisory on secondary market liquidity.

  • Partnership

    • Partnership

    We offer compliance and operational support to help you meet your obligations efficiently for your clients, improving your capabilities to manage transactions:

    • Compliance – support for complying with FINRA regulations for record-keeping, reporting and controls.
    • Operations – improve client experience through dedicated operational support and services.
    • Reporting – gain insights into markets, including secondary liquidity.

    Some of our Insights

    What Is A Decentralized Blockchain Network?
    An Introspective On Corn Fields And Blockchain
    What A Modern Private Market Looks Like

    Do you support independent brokers and bankers?

    Yes, we work with independent investment bankers and brokers.  We support the entrepreneurial spirit by enabling boutique investment banks to operate under their own brand and identity while using shared services for compliance, operations and other services.

    Do you work with other Broker Dealer firms?

    Yes, as a Broker Dealer and FINRA member firm we can enter into agreements with other member firms.

    What kind of economics do you offer?

    We offer competitive economics and payout rates for independent investment banks.  In our relationship with other Broker Dealer firms we provide highly competitive technology platform pricing.

    Can I trade public market securities?

    No, the iownit platform only provides access to private market securities.

    How do I get started?

    Contact us to discuss your needs.

    Questions?

    We encourage your questions. Here are top questions that we often face from interested parties. If you would like to know more, do not hesitate to contact us.

    Interested? Contact us to schedule a demo

    Request Demo