Streamline subscriptions into new funds via a guided "turbotax-style" onboarding experience and digital completion and execution of fund subscription documents

Automate investor change requests and workflows across top-ups, redemptions, changes in wire instructions, investor consents, KYC/AML and tax refreshes at scale using digital forms & contracts

Efficiently manage investor KYC/AML and tax documents and data and request refreshes as required

Single source of truth for investor relationship and data management across accounts, entities, contacts, commitments, funds, notes etc.

Enable investors to securely access sensitive documents and investment performance reports (e.g., Capital Calls, Quarterly Reports, Tax Documents, etc.)

Share dynamic content (e.g., videos, charts, etc.) and create custom dashbvoards to provide additional data and content to your investors

Enable investors to update contect details, wire instructions, subscribe to funds, refresh KYC/AML/tax documents with integrated investor lifecycle management tools

Enable multiple teams and 3rd party fund admins to post documents across multiple funds via granular access control and maker-checker workflows

Technology built to enable firms to confidently manage millions of documents & notifications across hundreds and thousands of investors

Launch new fundraises with ease with branded datarooms for secure document sharing

Track fundraising pipelines across different investors, products and interactions

Engage your current and prospective investors via sharing relevant thought leadership, market commentary, videos/ webinars with them.

Integrated email marketing and investor notifications

Receive subscription / allocation requests from investors via the Investor Portal to initiate downstream workflows