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Software to streamline fundraising, reporting, electronic subscriptions and investor lifecycle workflows for asset management service providers

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Investor management

Fundraising Datarooms

Electronic Subscriptions

Investor Portal

Investor Lifecycle Management

Investor Data Management

Unified Investor Experience & Portal

Portfolio Management

Portfolio Management

Automated Data Collection

Valuations

Analytics & Dashboarding

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Asset Management

Banks

Service Providers

Private Markets

Private Equity
Private Credit
Growth Equity
Venture Capital
Infrastructure
Real Estate
Secondaries / FoFs
Direct Deals / Co-investment

Asset Management

Software to deliver streamlined investor experiences and efficient workflows across investor management

Multi-Strategy Asset Managers
Long-Only Asset Managers
Hedge Funds
Managed Accounts (SMAs)

Private Wealth

Robust, scalable technology for private wealth firms to support democratization of alternatives

Private Banks
Wirehouses / RIA
Platforms
Multi-Family Offices

Banks

Technology to efficiently monitor borrowers and automate data collection

Direct lending Loan
Monitoring
Fund Finance

Service Providers

Software to streamline fundraising, reporting, electronic subscriptions and investor lifecycle workflows for asset management service providers

Placement Agents
Fund Administrators
Fund Counsel / Law Firms
Facility Agents
Managed Service Providers

Need help? Contact our sales team

Customer Success

Customer Philosophy

Customer Success

Support

Technical Capabilities

Technical Products & APIs

Productivity Plugins

Integration Capabilities

Enterprise Co-dev

Security

Security & Trust

Need help? Contact our sales team

Need help? Contact our sales team

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INVESTOR LIFECYCLE MANAGEMENT

Simplify Investor Servicing workflows across your investor base

Streamline investor information requests, workflows, and self-service change requests e.g. KYC/AML, tax form refreshes, contact and wire instruction updates, FINRA forms, advisory committee / LPAC approvals etc. via our Investor Portal

Investor Management

In Numbers

Global Client-base across Asset Management

70,000+

Global LP Users

750+

Funds

$5tr+

AUM covered

INVESTor lifecycle management

Powerful and Flexible Workflows for Investor Servicing

Customizable workflows to request actions, fill forms & execute contracts and approve change requests from investors across the full lifecycle of the investor

Subscription & Top Ups

Investor Transfer Forms

Redemption Forms

Update Contact & Document Permissions

Update Wire Instructions

Query Management

Refresh KYC/AML Documents & Details

Refresh Tax Forms & details (W Forms / CRS etc.)

Refresh FINRA forms / attestations

Requestor Consents / LPAC consents

AGM Invites

Employee Co-invest / GP Commit / Carry Forms

Various Others

INVESTOR SERVICING WORKFLOWS

How it Works

Designed to streamline workflows and requests for ongoing and ad-hoc investor data / documents & signatures

1

Setup

Easily setup smart forms or document request workflows with our visual builder
‍

2

Notify Investors

Bulk assign, permission and notify your investors via email to complete the workflow on the Investor Portal

3

Track & Approve

Receive responses (+manage investor queries), request revisions and approve
‍

4

Store & Extract

Extract documents & data via bulk exports or APIs/webhooks and process information for downstream systems or workflows

compliance management

Investor Compliance KYC/AML and Tax Records Management

Centralized repository to manage compliance records and initiate workflows across KYC/AML and tax documents

Track investor entity KYC/AML data & approvals, risk levels and manage KYC documents, monitor expiries and request refreshes

Track investor entity Tax forms and data, monitor expiries and request refreshes

Automated and customizable notifications to investors to access key documents and information via the Investor Portal

INVESTOR LIFECYCLE MANAGEMENT

Use Cases

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INVESTOR MANAGEMENT

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Do you want streamline other areas of your investor journey & workflow? Check out some of our related investor management modules:

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