Owny: Streamlining Private Capital Management

Owny is a comprehensive financial technology platform designed to simplify and optimize the management of capital and banking needs for businesses across various sectors. Leveraging AI-powered features, Owny streamlines processes related to private capital, investors, and treasury functions.

Features

• Private Capital Management: Manage SAFE agreements, convertible notes, and investment activities with industry-standard templates and custom options.
• Investor Management: Onboard new and existing investors, manage dedicated accounts, and provide secure investment management features.
• Real Estate Investment: Share listings, process contracts, and manage deposits for private real estate offerings.
• Global Payments: Utilize the FX/ACH/Wire module for seamless global payment transfers.
• Back-Office Tools: Access robust reporting, compliance management, and custom updates for enhanced efficiency.
• Data Analytics: Track key metrics such as interest, sales activity, and inventory via interactive dashboards.
• Agreement Management: Create and share agreements for efficient closing processes and contractual activities.
• Dedicated Support: Benefit from a dedicated team providing white-glove service and ongoing support.

Benefits

• Increased Efficiency: Automate crucial processes, saving time and resources.
• Improved Transparency: Gain clear visibility into all financial activities.
• Enhanced Security: Benefit from secure account management and data protection.
• Streamlined Compliance: Simplify compliance management with built-in tools.
• Data-Driven Insights: Leverage powerful data analytics for informed decision-making.

Use Cases

• Startups: Manage SAFE agreements and convertible notes effectively.
• Private Equity & Venture Capital: Streamline fund onboarding and investor relations.
• Real Estate: Facilitate private real estate transactions efficiently.

Important Note: Owny is a financial technology company, not a registered broker-dealer or bank. It partners with registered investment advisors for certain investment features. All investment advisory services are provided by these third-party advisors. Investing involves risk.