PCFM is a solution for exempt market issuers to manage their investors, documents, filings and key statistics.

Capital insights and analytics

PCFM

Everything you need to manage your capital raise

Centralize document management

Manage all your due diligence documents, newsletters and marketing materials. For each document, decide who can access it.

Create reports

Make your team more effective with data driven insights. Export reports to Excel, PDF.

Provide access

With our customer portal, you can provide access to the EMD, rep and investor. They can update contact information and download account statements 24/7.

Product Highlights

  • All the benefits of software, without the drawbacks
  • Designed with the issuer user in mind; empowering your business
  • True configurability; solutions can be quickly adapted to your needs
  • Years of experience infused into solution templates
  • A platform and solution set that will grow with you