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A modern, digital portal for your investors

Baseline helps you unlock investor engagement, leading to capital raising efficiency.

Baseline product preview
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Deliver a world class investor experience

Offer your investors exclusive access to a state of the art online portal where they can explore investment opportunities, track their investments and view their performance.

  • Show performance & balances
  • Access and sign documents
  • View and participate in offerings
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Raise capital efficiently

Secure capital for loans and funds by creating and publishing offerings in minutes. Then, seamlessly manage investor transactions in the same place.

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    Provide performance visibility

    Give investors real-time insights and detailed reporting in user friendly formats. Foster transparency and trust by keeping your investors informed and engaged.

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      Automated statements & documents

      Baseline automatically generates investor documents, statements and tax documents from real activity across your platform. No manual prep, no backfills, no surprises at year-end.

        Trusted by leading private lenders across America