Our platform supports all fund structures, from Reg D to registered offerings - private equity to NTRs.
Any Document Type
Our platform supports every investment related document that is required for submission.
Any Investor Type
Our platform supports the simplest to the most complex type of investment entities.
STEP 1: Upload Fund Documents
Once you upload the fund materials your fund will be ready for investment the same day. Other platforms charge hefty setup fees and typically take a few weeks. Our wizard allows both a fund manager or an investor to start the process. Allocators can send an invite to managers or upload the documents themselves. We do the rest.
STEP 2: Connect Service Providers
Once the fund documents are uploaded, our system digitizes the investment process in minutes, automatically integrating administrators, transfer agents, and law firms to mobilize workflows for all stakeholders involved in the document and AML review process.
STEP 3: Submit and Track Progress
Once eSubDocs are signed and submitted our robust workflows and dashboards easily track the progress for you. Resolve any issues right in the platform for "not in good order" submissions and complete the process on time. Post trade investment reporting and subsequent transaction are also fully supported in the same manner.
Electronic subscription document technology for alternative investments.