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Revolutionary Private Transaction Investment Technology

Assure’s technology platform is revolutionizing the world of private investing.
We’re opening doors for more startups to get funding.
We’re paving the way for more investors to participate in private deals.

INVESTMENT TECHNOLOGY SOLUTIONS

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GLASSBOARD

Run your deals with more transparency and control on the most comprehensive platform for private investing. Proven in thousands of deals – everything you need is here – a single log-in accesses it all.

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WHITE LABEL

Brand Glassboard for your business with proven Assure back-office support. Leverage the latest, proven, Assure technology and SPV process for your network. Your deals, your brand, no hassles. 

APIs

API INTEGRATION

If your existing deal operations are incomplete, you can fill the gaps with proven bolt-on Assure API solutions. Pick and choose only what you require and complete your investment technology stack.

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 THE PROVEN FINTECH PLATFORM FOR RUNNING PRIVATE TRANSACTIONS

  • Automate the deal process from pre-funding to exit
  • Most complete fintech platform for private investments
  • Technology for banking, legal docs, funding and compliance
  • Back-office solutions for investment platforms, wealth advisors, syndicates, investment banks, independent sponsors and VC firms

INTEGRATIONS

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GLASSBOARD

Close deals faster with more transparency and control.

Glassboard by Assure across devices
  • Same day entity creation and bank account set up
  • Instant investor invitations and subscriptions
  • ACH auto-reconciliation creating more transparency
  • Document sharing/signing with native signing module
  • ACH funding in platform
  • Organizer has more control over the closing process
  • Tax documents delivered in platform
  • Mobile-first: Do everything on your phone

Using the completely redesigned Glassboard 2.0 you have more transparency and control to close more deals, faster. Deal setup, investor onboarding, KYC/AML, documents, banking, 1065s and K1s and more are all handled in platform.

 

WHITE LABEL

Your brand. Your deals. Your investors. Assure technology and back-office support.

Implementation process:

 JUMPSTART: Discovery of brand standards, UI/UX, etc.

 PREPARE: Project plan with deliverables and timelines

 IMPLEMENT: Provide instance, test and launch

 SUPPORT: With Assure expertise to back you up

Glassboard white label private investment technology

A bespoke solution for running deals at volume. Put your brand front-and-center using the backend SPV technology with Assure support proven in hundreds of transactions. Enable your organization to close more deals, faster with a customized white label PaaS solution from Assure.

 

GLASSBOARD

by the numbers

8,589
SPVs closed
14,813
Transactions completed
47,057
Glassboard users

 

API INTEGRATION

Complete your VC tech stack with proven API modules from Assure.

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Implementation process:

 JUMPSTART: Discovery of tech stack, api nodes, etc.

 PREPARE: Project plan with deliverables and timelines

 IMPLEMENT: Connect API node(s), test and launch

 SUPPORT: With Assure expertise to back you up

Assure API solutions enable developers to easily build great private transaction experiences. Quickly integrate deal enhancing features with our FaaS (Features as a Service) model. These simple solutions have been proven in thousands of deals and include the latest updates with Assure support.

Available API modules:

SPV
Entities
Banking / Funding / ACH
Closes
BANKING
Account Creation
Transacting (ACH)
Ledgers
INVESTMENT
Investment Profiles
Funding: ACH / Wire
Analytics
FUNDING
Invest into Funds
Manage Investors
Membership Classes
KYC/AML
Verify Investors Identity
Certify Accreditation
Compliance
DOCUMENTS
Generate Standard Docs
Custom or Template Packages
File Management
ENTITIES
Creation / Management
Dissolution
Filing / Compliance
COMING SOON

User Role Admin
Close Deal
And more...

Our API technology solutions have roles for Admins, Organizers, Investors and Founders and are designed to be fully responsive with UI/UX for mobile, tablet or desktop. Continued releases and support will increase the velocity, efficiency and volume of your private transactions. Get started by contacting us to discuss your technology needs.

 

Tell us about your Technology Needs