Capital Square has selected Altigo, a technology platform developed by WealthForge.
“Capital Square is always looking for ways to help investors. Our partnership with WealthForge on Altigo helps overcome the challenges associated with subscribing for securities sold in private placements,” said Louis Rogers, founder and chief executive officer of Capital Square. “WealthForge has developed Altigo to replace the cumbersome, paper-laden subscription process with a proprietary, end-to-end automation technology. Through technology, the company has streamlined the subscription process to make it easier for investors and their advisors to accurately complete the necessary paperwork and eliminate common errors. The transition from paper to electronic documents is a tremendous step forward that will benefit investors, sponsors like Capital Square, selling broker-dealers and financial advisors who sell private securities.”
The platform is currently processing transactions in 1031 exchange DSTs, qualified opportunity zone funds, and non-traded REITs, with support for business development companies, private funds, and other product types on the horizon.