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Your Capital Operations Hub

Manage investors, funds, and distributions in one connected system.

Baseline product preview

Flexible capital structures for the way you do business

Whether you manage a fund, sell whole notes, syndicate or fractionalize your loans, Baseline adapts to the way you raise and deploy capital.

Fund

Deploy fund capital with tiered classes, distribution tracking, statements and reporting.

Whole Note

Track your investor distributions and returns with perfect accuracy.

Fractional

Syndicate or fractionalize loans seamlessly with clear, accurate distributions.

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Redefining CRM for capital relationship management

Track every investor, every dollar, and every interaction from one connected CRM that speaks to your loan origination and servicing system.

  • Investor portfolios and commitments
  • Complete transaction history
  • Built-in communication using your email
  • Secure document and e-sign capabilities
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Built for fund managers

Baseline brings control and automation to the complexity of fund administration. Whether you manage your own fund or work with a fund administrator, Baseline gives you precision, transparency, and automation.

  • Create fixed or tiered rate structures
  • Define capital classes with different rules
  • Control visibility for fund portfolios

Automate your investor distributions

Never risk user error when calculating complex investor distributions.

Calculate loan & fund level distributions

Calculate loan & fund level distributions

Baseline brings control, transparency, and automation to investor distributions. Whether it’s across individual loans or your funds, Baseline ensures every dollar is calculated correctly, allocated properly, and fully auditable.

Handle mid-period funding transfers seamlessly

Handle mid-period funding transfers seamlessly

Baseline brings control and automation to the complexity of fund administration. Whether you manage your own fund or work with a fund administrator, Baseline gives you precision, transparency, and automation.

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Launch your private marketplace

Offer individual loans, pools, or fund investment opportunities to your network.

  • Offer individual loans, pools, or fund participation
  • Automatically generate investor subscription agreements
  • Real-time tracking of investor commitments
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A modern investor portal that builds trust

Give investors real-time visibility into their portfolios and distributions.

  • Dashboard overview of investments and returns
  • Access to transaction history
  • Automatically generated statements (monthly and quarterly)
  • Multiple accounts (IRA, corporate, individual)
  • Secure document storage, signing, and sharing
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Simplify your 1099 tax form reporting

Automatically track taxable income and distributions across loans and funds. Generate clean, accurate 1099s—without year-end scrambles.

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    Track balances with a virtual wallet

    See every deposit, withdrawal, and balance in one place. Know exactly how much capital is available, at all times.

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      An investor transaction ledger you can trust

      Every transaction. Clearly recorded. Built for audits, accounting, and peace of mind.

        Your complete capital command center

        Investor CRM

        Track investors and relationships.

        Investor Portal

        Investor access, in real time.

        Funds

        Manage your funds.

        Reporting

        Clean, reliable reporting.

        Tax Forms

        All your Investor tax documents.

        Statements

        Borrower and investor statements.

        Distributions

        Accurate capital payouts.

        Offerings

        Launch new investments.

        Trusted by leading private lenders across America