Now onboarding
One platform that helps your team review private investments before clients buy, and give them the full picture after they do.
Built by a team from
The problem
Offering documents run hundreds of pages, with risks in the details.
Private statements arrive by email and portal, each in its own format.
When clients ask what they own, the private half takes days to answer.
01 · Before you invest
Everything you need on a deal, from sponsor documents and public records, in one place with an audit trail.
02 · After you invest
Every client's positions, public and private, in one up-to-date view for you and your clients.
Security
Each firm's data is stored separately and privately, with no shared workspace between firms.
Your documents and client information are never used to train AI models.
Delete a deal or a client and everything that belongs to it goes with it.
A timestamped record of who viewed what, who approved what, and when.
Walk through how SilverSurf stores, separates, and deletes your data with our team, as part of your firm's review.