Partner Category: Tax, Legal and Accounting Services


DealPoint is a platform to digitize and automate investor onboarding and investment execution.

Much of the private capital investment process is complex and laborious, with complex jurisdictions regulations, lots of paperwork, errors & re-work, time, etc. 

Our aim is to simplify the private investment execution offering a user-friendly online onboarding workflow that makes the investment process simple, as well as an auditable console which tracks the investment process for the investment advisors.

At DealPoint, we’ve made this complicated, manual process of raising private capital simple, reducing expenses by accelerating workflow & efficiency.  

Contact Info:

Sandi Gilbert
+1(403) 471-6306

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We know you have choices when it comes to managing your equity. But we offer the most comprehensive way to manage your stock plan, stay current with your cap table, handle your financial reporting and provide the right tools to your employees (and investors) via the Astrella App so they can go on and see their information and do some planning.