STEP 1: Upload Fund Materials
Once you have setup your organization, simply add each fund by uploading the requested documents to the data room. Our state-of-the-art technology does the rest. In no time all investment forms can be filled digitally, and investors can add any documents they may require, such as, compliance forms, custodian forms, tax forms, and AML documents to produce a complete investment document packet. Investors can also build the data room - just upload a managers documents.