New User Registration Outline for Our Investment Banking Platform

As you watch the video on registering for your investmentbank.com account, please pay particular attention to the various user roles mentioned as outlined below.


Includes both individual accredited investors and institutional investors like private equity funds, hedge funds, family offices and any fund with total assets under management greater than $50M.


Intermediaries are typical brokers to a capital transaction. Such brokers could include investment bankers, M&A advisors and/or business brokers. This group typically represents the issuer or investor as an intermediary to the assets or securities being sold in a transaction.


Companies are perhaps the most flexible group as they can include security buyers and sellers. Company buyers are often looking for inorganic growth through M&A. Company sellers might include those looking to sell their shares in the business outright, but also may include firms looking to sell debt or equity to investors as a means to raise growth and expansion capital.

Once we have filled out this firm, we expect to receive a confirmation email, including a confirmation link that we will need to click to begin the process of activating our own instance of the software.

Nate Nead on LinkedinNate Nead on Twitter
Nate Nead
Nate Nead is a licensed investment banker and Principal at Deal Capital Partners, LLC which includes InvestmentBank.com and Crowdfund.co. Nate works works with middle-market corporate clients looking to acquire, sell, divest or raise growth capital from qualified buyers and institutional investors. He is the chief evangelist of the company's growing digital investment banking platform. Reliance Worldwide Investments, LLC a member of FINRA and SIPC and registered with the SEC and MSRB. Nate resides in Seattle, Washington.
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