Onboard investors in just 20 minutes, on average. Spend time running your fund, not chasing paperwork.
Our 13-minute video gives you the information you need, quickly.
What's in the video:
> Custom workflows: use your sub docs, not a template
> Fund dashboard: see the progress of your raise
> Investor view: see how easy the process is for your investors
Questions? Just ask.
Get complete and accurate sub docs in minutes instead of weeks. Real-time visibility into the status of your raise and a single place to coordinate your teams.
Professional KYC/AML platform and managed service built specifically for investment advisers. Our experts handle compliance operations while protecting your fund's reputation and satisfying counterparty requirements.
Seamlessly connect LP onboarding to your existing CRM, investor portal, or data room. Pre-fill subs docs with existing data and automatically update your systems with investor information—no engineering resources or duplicative manual data entry required.
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