Investor Management

Every investor profiled, categorized, and tracked across all their deal participations.

Individual, Company, Holding Company, Family Office, Institutional, Fund of Funds.

Store identification documents, tax residency, and accreditation status.

See every deal an investor participates in with aggregate metrics.

Email notifications and document distribution per investor.

Related Modules

Stak modules work together as an integrated platform.

Structure, manage, and close SPV deals with full parameter control — from entry PPS to carry distribution.

A branded, real-time portal where investors view their portfolio, download documents, and track performance.

Track every investment from commitment to exit — with real-time valuations and performance metrics.

Explore the full Stak platform with our interactive demo.