For origination brokers
Your deals, your investors, one rail.
You hand nothing over. You act through the platform yourself: your investor relationship stays yours, every step is sealed and traceable, and compliance runs alongside you instead of slowing you down.
- Investor relationships as governed, sealed representation links instead of loose contacts
- Bids in a sealed-bid process — concealed, tamper-evident, with conditional proof of financing
- Offers with a FinSA eligibility check gating every send before it leaves the building
The shift
From a broker on the phone to an operator on a rail
OwnMore does not change what you do — it changes what you do it on. Instead of spreading your relationships, bids and documents across a dozen tools, they run on one sealed piece of infrastructure. You stay the owner of the relationship; the platform gives it structure, provability and speed. Nothing is handed over — everything becomes provable.
Without OwnMore
With OwnMore
The product
Walkable live today — no mockups
Open Bidding (Proxy Auction)
Set a maximum, auto-bid, see your live standing — award at the clearing price.
No manual re-bidding, no guessing your position: set the maximum, the platform bids with discipline, the award becomes a reservation automatically.
Live Dealroom (real deals, every role)
Every role sees published deals from the database — what is shown is exactly what is reservable.
Publish → appear → reserve in one data path; no dead ends from unsynced sample deals.
- Live
Broker↔Investor Representation Links
Broker invites investors by email; an active link is the precondition to bid on their behalf.
- Live
Sealed Bidding (Bieterverfahren)
Competitive sealed bids with financing-proof upload and admin verification.
- Live
Offer Builder with Membership Tiers
Admin/developer/broker drafts offers with tranche, tier preset, onboarding/annual fee and discounts.
- Live
Offer-Send Compliance Gate
Checks FinSA tier vs. tranche (hard block) and KYC completeness (soft gate) before send.
- Live
FinSA Eligibility Engine
Pure rules engine matching FinSA tier against tranche risk class — at every boundary.
- Live
Tamper-Evident Audit Chain
SHA-256-linked, append-only evidence chain sealing every state change — including denied access.
- Live
Member Data Room with NDA Gate
Member sees only their own documents; downloads RBAC- and ownership-checked, optionally NDA-gated.
- Live
Financing Commission Ledger
Idempotent commission accrual on accepted lender offers, audit-sealed and exportable.
These surfaces are walkable live today.
Impact
What this means commercially
Less operational drag
Invite, eligibility check, bid and proof run on one rail instead of across Excel, email and shared folders. The time that disappears into coordination today flows back into closings.
A defensible relationship
Your investor relationship is documented as a sealed representation link. It is your asset — provable, undisputable, and revocable only by you.
Lower compliance risk
The eligibility gate intercepts an impermissible send before it happens. The costliest mistake in brokerage becomes a blocked action instead of an incident.
Scalable reach
More investors on the rail does not mean more spreadsheets and more risk — it means the same flow repeated. Your business grows without your error rate growing with it.
Clean commission tracking
Where you legitimately earn a commission via the financing rail, an idempotent ledger records the claim unambiguously and without double-counting. Investor fees stay deliberately separate from this.
Your relationship stays yours
Investor relationships run through you — the platform seals every step without expropriating your relationship.
The workflow
The ideal flow — from relationship to sealed bid
From first invite to exit — on one rail. The execution steps are live today; management, reporting and sale connect next, with the right companies and AI.
- 1
Invite an investor
You invite an investor by email. If they already exist, the representation link goes active immediately; otherwise it activates automatically when they onboard. Every step is sealed on the audit chain.
- 2
Run your roster
Your broker workspace shows every relationship with its state — invited, active, revoked. Only active links authorise you to act on the investor's behalf; revoking withdraws that right instantly.
- 3
Build the offer
You build an offer with membership tiers in the Offer Builder. Before sending, the compliance gate checks the recipient's FinSA eligibility — a non-eligible send is blocked.
- 4
Place the bid
In the sealed-bid process you place a concealed bid for an actively linked investor on a real deal. You see only your own bids — other parties' bids stay sealed.
- 5
Prove financing
If the investor is not institutional (FinSA Art. 10 para. 3), you attach an already-uploaded proof of financing to the bid. The tier is read server-side from the real FinSA classification — nobody can self-declare it.
- 6
Close with a trail
Every invite, every bid, every proof is sealed on the tamper-evident chain. Your work is provable in a dispute — without you keeping a single log by hand.
Trust & security
Why this is professional and safe
- Fail-closed access: the role guard is the first statement on every broker-scoped route. If you cannot see something, it is because the system denies by default — never grants by default.
- Tamper-evident audit chain: every invite, revoke and bid is sealed in a SHA-256-linked chain. Even a denied access is sealed — the chain witnesses what was not allowed to happen, too.
- Sealed bids: you see only the bids you placed yourself. Other parties' bids stay sealed — that is the heart of a real sealed-bid process.
- Server-side FinSA classification: whether a proof of financing is required is read from the investor's real, stored tier. Nobody can self-declare institutional to skip the proof.
- Hash-verified data room with an NDA gate: what the investor sees in due diligence is exactly what was submitted — cryptographically verified, behind an NDA gate.
- Representation, not a transfer of authority: you act through the platform yourself. The link authorises you to act on the investor's behalf only while it is active — and either party can end it at any time.
- Access revocable at any time — the owner keeps full authority.
- FADP/GDPR-aligned — strict Swiss data-protection standards.
FAQ
Frequently asked questions
Will I lose my investors to the platform?
Does OwnMore earn from my investors' fees?
Is the sealed-bid process fully usable yet?
Is the AI here making empty promises?
Will this hold up in a dispute or audit?
How does OwnMore stop me from sending to an ineligible investor?
Why now, why OwnMore
Why now
The bar for provability in the Swiss private market keeps rising, and Excel-plus-email no longer clears it. Putting your investor relationships and bids on a sealed rail now builds a lead that becomes expensive to catch up to later.
Why OwnMore
OwnMore is infrastructure, not an intermediary: you hand nothing over and act through the platform yourself. The fail-closed access, the tamper-evident audit chain and the upfront eligibility gate are live today — not a promise, but code in production.
Next step
Book a 30-minute live demo where we run your own flow — invite an investor, gate an offer, seal a bid — end to end, once.
Book a live demo