At WealthForge, we are committed to making the complicated, manual process of raising private capital simple.

Each year, more than $1.3T in private capital is raised for everything from real estate, corporate debt, energy, start-ups and more. It’s a large market - but the process is complicated. Anyone who has ever been involved knows

how diff icult it can be. You have to deal with compliance concerns, be aware of regulatory issues, manage relationships with investors,

lawyers, and advisors - all before you get to closing. There can be thousands of steps to complete and hundreds of participants to engage—for just one deal. It’s the same off line process that has existed for decades. Until now.

WealthForge’s mission is to move the process of raising private capital from the off line to the online world, simplifying everything with our “Invest Button”.

The result? A cheaper, faster and easier process.

OFFLINE

VS

INVEST

We’ve got the easy button for raising private capital.

WWRaising capital, simplified.

© 2015 WealthForge. All rights reserved. Member FINRA/SIPC.

Our solution provides value to issuers, intermediaries, investors—and the advisors that support them all. Everyone

involved in a deal or a fund can now easily interact, access information, get immediate updates, find the right documents at the right

time, execute agreements and see the entire process in real time. Moving the process online makes everything simpler.

Our proprietary technology converts unstructured data into information that can be clearly understood and easily organized. It’s now easier than ever for investors to include their lawyers, CPAs, advisors and others directly in the process to get things done quicker. Dashboards provide visibility and allow you to see what everyone has done or still needs to do. The power of moving online means that it’s become easier to connect, access information, track the entire process and interact seamlessly.

We support the entire private market ecosystem.

Issuers can promote offerings and connect with investors faster.

Financial advisors can view investment opportunities, track existing investments and use the information for reporting.

CFOs can waste less time tracking down people, emails and documents.

Attorneys can get access to the right documents at the right time from one secure login.

Investors can benefit from a simplified online process, from getting due diligence information to executing documents and wiring funds.

CTOs can feel confident our data security and privacy meet all SEC and FINRA requirements with encryption, back-up and secure API.

How Moving Online Can Help You

© 2015 WealthForge. All rights reserved. Member FINRA/SIPC.

How Moving Online Can Help You We are registered with the SEC.As a licensed broker-dealer and FINRA member, we provide the security and protection that you expect from a trusted third-party partner.

Our technology is built with security in mind.At WealthForge, we treat our clients’ data with care and take measures to ensure that our solutions are both trusted and compliant. End-to-end encryption, two-factor authentication, internal and external auditing, and monitored role-based access are key practices that define our dedication to security.

We provide the transparency you need.The traditional private investing process can be difficult to track. Emails and other important information are easily lost or misplaced. By taking the process online, we’re providing you with access to important documents and communication, all in one place behind a secure login.

Our secure technology includes:

Feel confident using a trusted third-party partner.

Advanced firewalls

Secure data storage

AES 256-bit encryption

SSAE 16 compliant hosting

Everything else needed to provide the highest level of security for financial transactions

© 2015 WealthForge. All rights reserved. Member FINRA/SIPC.

Now investors can access broker-dealer vetted investment opportunities at the click of a button. All of your private deal records are stored in one place, securely online.

View your entire private investment portfolio online, eliminating the need to search through paper files and compile dozens of account statements and certificates.

API Integration

Just need the data from your deals? Use our API to seamlessly integrate with your existing systems and we’ll pass you the information you need. It’s that simple.

Access real time data and analytics at your fingertips.

Data and Analytics Dashboard

© 2015 WealthForge. All rights reserved. Member FINRA/SIPC.

We make it simple to get started.

Our team will act as your personal concierge to help you determine the best way to begin your move to online.

Once we’ve found the best fit for your business, our client relations team will help you get started quickly and efficiently.

Start your next capital raise the simple way. Contact us to schedule a demo today.

CONTACT USVisit our website at wealthforge.com or contact usfor more information.

1.866.603.4115sales@wealthforge.com

Your guide to making the capital raising process simpler.

© 2015 WealthForge. All rights reserved. Member FINRA/SIPC.