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TransactAPI is a transactional technology platform that enables broker-dealers, funding platforms, and issuers to conduct online private securities offerings. Our standards-based API toolkit can be quickly and easily integrated with proprietary platforms, saving development time and money. Issuers, intermediaries, and advisors can benefit from TAPI’s straight through processing of private placement transactions, which enables higher transaction volumes, expands access to investors, and reduces processing times.

  • RESTful API

  • Automated Transaction engine for new or existing funding platforms

  • Allows sponsor to tailor it’s user experience

  • Know Your Customer (KYC) Checks

  • Anti Money Laundering (AML) Checks

  • Accredited Investor Verification

  • Accepts ACH Transfer, Check, or Wire Transfer

  • Send Documents for Electronic Signature

  • Download Offering Documents

  • Secure Storage of Personal & Confidential Information

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