For qualified investors
Private-market participations run like an operating system — not a PDF inbox.
You hand over no authority. You keep control — and gain the discipline, transparency and evidentiary standard of an institutional investment desk.
- One connected path from offer to signed participation — no email ping-pong, no lost attachment.
- Every action — view, download, signature, payment — sealed in a SHA-256 chain and exportable by you.
- FinSA eligibility and KYC settled before the first document — you see only what you qualify for.
The shift
From scattered process to a guided operating system
OwnMore doesn't change one tool in your day — it replaces the gaps between the tools. Eligibility, data room, modelling, signature, payment and proof sit on one rail you act through yourself. You delegate nothing; you keep every decision — the platform only ensures each decision is clean, compliant and provable.
Without OwnMore
With OwnMore
The product
Walkable live today — no mockups
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.
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
Public Offer Journey (invite→sign→account)
Standalone /offer/[token] flow, DocuSign-style — no login loop, no backend redirect.
- Live
Member Data Room with NDA Gate
Member sees only their own documents; downloads RBAC- and ownership-checked, optionally NDA-gated.
- Live
Dealroom Projection / Scenario Model
An illustrative, deterministic scenario model from the deal's own parameters — not a forecast.
- Live
No-Account Email-OTP Signing
6-digit code to the stored recipient inbox; HMAC-signed, offer-scoped signauth cookie.
- Live
Signed Contract PDF + Completion Certificate
Stripe-grade contract with a PandaDoc-style certificate: signing evidence, audit hash, vector seal.
- Live
Tamper-Evident Audit Chain
SHA-256-linked, append-only evidence chain sealing every state change — including denied access.
- Live
FinSA Eligibility Engine
Pure rules engine matching FinSA tier against tranche risk class — at every boundary.
- Live
Payment Chooser (QR-bill / Stripe / Crypto)
After signing, the customer picks Swiss QR-bill, Stripe card, or on-chain payment.
These surfaces are walkable live today.
Impact
What this means operationally and commercially
Less friction per deal
Eligibility, data room, signature and payment on one rail — the time between interest and a signed participation collapses to the essentials.
A higher hit rate
When reservation takes minutes instead of days, you miss fewer tranches that would otherwise close before the paperwork is done.
Lower diligence overhead
Versioned documents, transparent models and a plain-language layer replace the private Excel and shorten diligence without losing rigour.
Defensible record
An exportable, tamper-evident audit chain lowers the cost of reporting, tax and any dispute — you can prove what happened, and when.
Scalable reach
One verified identity opens every further compliant deal on the platform — you grow across more participations, not more admin.
Plain language, not jargon
A plain-language layer explains every deal without jargon — you understand what you participate in.
The workflow
Your path from A to Z
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
1 · Invited & qualified
You receive an offer and pass FinSA eligibility and KYC with hash-verified documents — settled cleanly once, not re-litigated per deal.
- 2
2 · Open the data room
Behind an NDA gate you open the member data room: versioned documents, every download RBAC-checked and audit-sealed.
- 3
3 · Understand & model
The plain-language layer explains the deal; the scenario and sensitivity model shows ranges — explicitly illustrative, no forecast, no promise.
- 4
4 · Reserve
You reserve a tranche with a FinSA re-check (in progress, being wired to the live deals table, #894). The indication enters a guided pipeline.
- 5
5 · Sign
You sign by email OTP — no separate login — and receive a complete contract PDF with a completion certificate.
- 6
6 · Settle
The payment chooser offers Swiss QR-bill, Stripe or crypto — you pick the rail, the platform runs settlement.
- 7
7 · Hold & evidence
Portfolio and activity timeline show your real positions; the audit chain is exportable any time. Post-close lifecycle (capital calls, distributions) is on the roadmap.
- 8
Manage
PlannedFind, invite or hire managers through OwnMore — steer the asset lifecycle without giving up authority.
- 9
Report
PlannedConsolidated, verifiable reporting on cashflow, occupancy and cost — across every asset and participation.
- 10
Sell
PlannedMarketing and sale/exit through the same guided, audit-sealed rail.
Trust & security
Why this is professional and safe
- Fail-closed role access: every role-scoped page checks entitlement as its very first instruction — denied by default, never open.
- A tamper-evident SHA-256 audit chain that seals even denied access — tampering is detectable, not merely forbidden.
- A KYC pipeline with hash verification: documents are checked server-side against their SHA-256 before they count as valid.
- A FinSA eligibility engine: your classification governs what you see — you never receive an offer you don't qualify for.
- An NDA gate on the data room, strictly additive to RBAC: it can never turn a denial into an allow.
- Downloads run through an ownership-checked, audit-sealed path with short-lived signed URLs — storage is never client-enumerable.
- Access revocable at any time — the owner keeps full authority.
- FADP/GDPR-aligned — strict Swiss data-protection standards.
FAQ
Frequently asked questions
Do I hand over control of my investments with OwnMore?
Is the platform actually FinSA-compliant — or just well designed?
Are the returns shown in the data room promises?
How do I sign and pay for a participation?
Can I reserve a real listed deal today?
What happens after closing?
Why now, why OwnMore
Why now
Private markets are opening, but execution stays manual and opaque. Whoever owns the process as a rail — eligibility, signing, payment and proof in one place — acts faster and cleaner than anyone still trading PDFs.
Why OwnMore
OwnMore is infrastructure, not a mandate. The trust rail (fail-closed authz, audit chain, KYC, FinSA) and the execution rail (offer → sign → pay → contract) are real and live. We are candid about the gaps — and we build them on proven foundations, not slides.
Next step
Book a guided live demo on a real deal and see the path from offer to a signed, sealed participation.
Book a live demo