Speed up the fund subscription process

Create a digital fund subscription experience

Smart forms

smart_form

Guide limited partners through the fund subscription process with forms that update based on predetermined custom logic.

Client portals

Client Portal Funds

Provide each of your clients with their own account to collaborate with you, access documents, and track the progress of the fund.

Guided workflows

fund_sub_workflow

The system allows you to create or upload fund subscription documents, send them to limited partners, collect e-signatures, and store executed documents.

Tracking and reminders

fund_sub_reminder

Easily track the status of completed and outstanding fund subscription documents, and send out reminders for items you are still waiting on.

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