| Electronic subscription processing for your distribution partners with Altigo |  |
| Supervision of production compensated wholesalers and national accounts personnel by dedicated staff |
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| Escrow agent services for the offering at no additional cost or delay in closings | |
| Offering diligence and advertising review to ensure compliance | |
| Syndicate administration utilizing selling agreements and member diligence | |
| Subscription package review to ensure in-good-order status | |
| Transaction activity dashboard to provide sponsor visibility for subscriptions/investments in progress |
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| Paperless subscription documents sent to the transfer agent or custodian for every accepted investor resulting in potential cost savings | |
| Commission payments made as soon as 48 hours after trade approval | |
| Creation and submission of regulatory filings | |
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Still unsure if it makes sense to outsource?
For most sponsors, partnering with an external broker-dealer is a more cost effective and efficient way to comply with regulatory requirements and manage syndicate administration.
Key reasons to outsource to a managing broker-dealer:
- Broker-dealer services are not your core business
- Reduce exposure to regulatory risk
- Reduce operational overhead
- Receive regulatory supervision for national accounts and wholesale team
Learn more about the benefits of outsourcing in this e-guide.
