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COMPLIANCE

Checks before anyone commits.

On a raise, the software prevents a commitment from being recorded until the operator marks their own relationship and suitability checks complete. Mownt tracks the filing window and writes key steps to its compliance ledger, which the database keeps append-only. PDF policies don't check anything; server-side checks do.

THE PROBLEM

Most operators rely on PDFs, spreadsheets, and good faith. One wrong-channel post or one missing relationship record can taint a raise.

THE MOWNT WAY

Investor-facing actions run through server-side checks. On a raise, a commit cannot be recorded until the operator marks the investor's relationship and suitability checks complete, and key steps are written to the compliance ledger.

506(b) commit checks, on the server

On a raise, the software prevents a commitment from being recorded until the operator marks their own relationship and suitability checks complete. Mownt shows a running count of on each deal. Your overall count, across offerings, is yours to confirm with your attorney. Until the operator marks an investor's checks complete, the deal page shows them only the deal name.

506(c) raises

Ad campaigns for raises (early version), scoped per deal. Record each investor's accredited status with their suitability answers; the verification decision is yours.

Append-only audit log

Key steps, such as accepting an investor, clearing a relationship check and logging an interaction, are written with the operator and a timestamp. Database-level append-only: no admin can rewrite history.

BUILT INTO MOWNT BECAUSE
  • An audit trail of key steps is faster to defend than a PDF stack.
  • Server-side checks run before a commit, not after.
  • The record becomes a sales asset; LPs notice institutional discipline.

See also: Investor CRM·Pricing

READY TO APPLY?

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Tell us a bit about your raise. We'll send the tier that fits and the rate at the same time. No sales cycle.

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