Raise and close your investment fund.

Fast and efficient investor onboarding.

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The digital workspace for you – and your service providers!

Don't waste time switching between multiple tools. Don't rely on Excel sheets. Do ...
Close your fund faster
100% Compliant – out of the box
Excellent investor experience
Collaborate on one platform
Investor Onboarding

Automate KYC and AML tasks.

Speed up your workflows and offer your LPs an excellent onboarding experience.
Smart Questionnaire: Guide limited partners through fund subscription documents with questionnaires that are updated based on pre-defined custom logic.
Investor due diligence: Capture relevant KYC and AML information on your LPs and verify their identities digitally.
Analytics: Always know the status of your fund, how much you've raised and how much each limited partner has committed.
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Investor Onboarding

Subscriptions - Fully Digital.

Save time and paper. Never send out physical subscription documents again.
LP tracking and reminders: Easily track the status of completed and outstanding fund subscription documents, and send out reminders for items you are still waiting on.
Guided Workflows: Upload additional tax forms & documents to the executed subscription agreement.
Electronic signature: Speed up the agreement process with the ability to automate signature blocks and pages for LPs.
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Fund Operation

Manage your fund.

Speed up your workflows and offer your LPs an excellent onboarding experience.
Ongoing KYC & AML: Fulfil ongoing investor due diligence requirements. Keep your data up to date and benchmark your LP data against major AML databases.
Capital Calls: Issue capital calls and track successful payments.
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Security & Governance

Be in control of your data.

Track all actions in the system and manage access to specific data.
All actions in the system are logged in an immutable audit trail accessible to system administrators.
Enforce strong data access controls through roles.
Secure Cloud on German-based servers with ISO 27001 certification.
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Add-on Module

Fund data room.

Share your fund documents with potential investors and invite them to invest in your fund.
Document activity is logged and recorded for auditing purposes.
Allow for unlimited number of users and data rooms for your convenience.
View analytics on files and data room activity to ensure wiser decision-making.
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