From first interest to fully invested.

Every part of your raise, connected in one place. No fragmented tools, no manual handoffs, no room for error.

Build a professional, branded offer in minutes.

A guided wizard takes you from offer document to live application form quickly, with your logo, brand colour and key statistics front and centre. Investors meet a polished, professional offer that reflects your fund, not your software.

  • Branded offer landing page and application form
  • Guided application form wizard
  • Configurable investment options, payment options and terms

Compliant onboarding, from the first application.

Set your AML/CTF and wholesale investor requirements once, and let the platform handle verification through GreenID automatically, or manually when you prefer. Compliance is built into the raise from the start.

  • AML/CTF and wholesale investor checks
  • Automated identity verification and Politically Exposed Persons and sanctions watchlist screening through GreenID
  • Due diligence and financial advice questions 
  • Simplified verification procedure for eligible applicants

Manage interest, applications, fees and payments in one place.

Collect expressions of interest before the offer opens, give registered applicants secure access to your data room, and manage every application as it arrives. Track advisor fees and application fees. Invoices and receipts are issued automatically. 

  • Expressions of interest before launch
  • Secure data room for registered applicants
  • Create priority lists
  • Collect advisor information and track fees owed
  • Automated invoicing, payments and receipts

Close with complete control.

Allot, scale back or reject applications as the raise demands. Once securities are allotted, investors automatically receive holding statements, security certificates (if applicable) and an invitation to your investor centre. The end of the raise is the beginning of the relationship.

  • Allotment, scale-back and rejection
  • Automated holding statements and security certificates
  • Branded and customised investor communications
  • Investor centre invitations

Investor app

Your investors.
Your brand.

Put your investors’ holdings directly in their hands. A branded, bank-grade app that keeps your investors informed, engaged and connected.

Securely delivered. Completely yours.

Explore the platform.

Every part of the investor lifecycle, connected in one system.

Registry Direct manages more than 220,000 investors across 1,500+ funds and companies.

ISO Certified

Certified to ISO 27001, the international standard for information security management.

GS007 Audited

Independently assessed under GS007, the Australian standard for organisations providing investment management services.

Bank-grade Security

The same security standards trusted by financial institutions, protecting your data and your investors' at every layer.

Learn more

Build your business on Registry Direct.

We're here to guide you every step of the way. No obligation, no pressure.