You've spent months building relationships with your investors. Now give them an exceptional digital onboarding experience.
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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Chief Operating Officer at G Squared
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