PFD FAMILY OF COMPANIES

New investor intake

Turn a photographed PFD Lead Sheet into a reviewed, completed PDF.

PFD01

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Employee access protection is not yet configured. The website is publicly accessible until Cloudflare Access is enabled. Use only fictional information until authorized employee login, testing, and company approval are complete. GoHighLevel and Juniper Square submissions are not connected.

1 Upload2 Review & edit3 Export

01 Upload a lead sheet

Use a photo or scanned image of the standard PFD form. Typed and handwritten entries are supported with varying accuracy.

ON DEVICE

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Drop an image here JPG, PNG, or WEBP · 15 MB maximum

02 Review investor details

Compare extracted information with the uploaded photograph. Unreadable fields should be corrected manually.

MANUAL ENTRY AVAILABLE

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03 Choose your next action

Independent actions — generating a PDF does not submit anything to an external system.

I have reviewed and corrected the information above and approve generating the completed PDF.

↓AVAILABLE

Generate completed PDF

Download the original PFD Lead Sheet with your reviewed fields filled in.

↗NOT CONNECTED

Submit to GoHighLevel

Reserved for a company-approved API integration. No contact is created.

▤FUTURE PHASE

Submit to Juniper Square

Will be added after your dad receives the necessary access and approvals.