Digital Transactions

Engage LPs From the Start

Streamline the due diligence process by providing a centralized hub where documents can be organized, categorized, and shared with potential investors.
Promote transparency in dealing and ensure compliance with regulatory requirements by maintaining an audit trail of document access and activities.
Reduce the risk of data breaches or unauthorized access when sharing sensitive documents with prospective investors, instilling confidence and facilitating a more efficient process.

Convert your subscription agreements into an easy-to-use online wizard that enables your investors to go from start to finish with as little assistance from your investor relations team.
Streamline the KYC/AML process utilizing Investor Profiles that collect required documentation for various global jurisdictions.
Continue to service your investors in one platform by enabling them to make additional transactions like additional subscriptions, redemptions, and transfers.

Streamline communication and improve transparency with a centralized platform where investors can access real-time updates on their investments, review statements, and communicate with you or the fund administrator.
Grant investors convenient 24/7 access to critical investment information from any location with an internet connection.
Enable investors to gain access to and download essential documents, such as financial statements, investor reports, tax reports, and legal documents through a secure online portal.

Analyze metrics like document views, download frequency, and time spent on specific sections to understand investor interest levels and engagement patterns.
Customize reporting and performance metrics to provide insights to investors facilitating more informed conversations and decision-making.
Foster direct communication with investors leveraging the investor portal to request feedback and address concerns.