What makes Eleven OS 7 so powerful?
Making private investments should be as easy as making credit card purchases or investing in publicly traded securities. At the core of this idea are Eleven's Investor Profiles, secure information repositories designed to streamline the completion of fund subscription documents and KYC onboarding. With OS 7, we are pushing the boundaries of what Investor Profiles can do, delivering a truly reusable card for making private investments worldwide.
Eleven OS 7 takes Investor Profiles beyond just making private investments and onboarding for KYC. OS 7 allows for Investor Profile data and documents to be centrally maintained across investments. The real magic is in accommodating for all the unique and decentralized data requirements, approval processes, and workflows governing each investment, intelligently handling timing and data differences of each update, and incorporating any electronic signature requirements—all delivered through a highly intuitive and centralized experience.
Why "OS"?
Eleven is not defined as an operating system by traditional standards. However, it is used as the centralized operating system by our customers. As Eleven continues to touch more investors, fund managers, fund administrators and other participants around the world, the technology is increasingly becoming a holistic operating system connecting, powering and scaling the global private investments ecosystem.
OS 7 is Eleven's first official release under the operating system label, but is our seventh major system-wide upgrade and the culmination of tens of thousands software releases. OS 7 sets the next foundation for an aggressive software release schedule packed with more features and innovation for take our customers and our industry forward faster.
OS 7 brings new features and possibilities
Investor Profile cards
Your centralized card for making private investments and KYC onboarding. Now infinitely reusable and highly maintainable.
The Investment Profile
A new concept, your Investment Profile is your Investor Profile, but for a specific investment. It always contains the most current information for the investment.
Comparing data
See how data in the Investor Profile compares to data in each investment and maintain data accuracy and consistency.
Centralized updates
Update information across all your investments at the same time, or just one. We take care of the all the notifications, digital transactions and related workflows.
Streamlined investments dashboard
For investors, we stripped out complex action menus and introduced a single button to step into each investment.
Suggest changes to KYC submissions
A new workflow stream allows a transaction to be opened up for KYC changes, while maintaining all the other data and signatures. Gone are the days of kicking back entire submission and signed agreement.
The full picture of every investment
Fund administrators and fund managers have a new investment panel, providing complete access to investment documents, fund and investor dashboards, contacts, settings, transactions, logs and the Investment Profile in a single view.
And even more
Launch multiple forms for a single offering
Once you launch a digital agreement, now you can update the underlying document for use in future transactions.
Log acceptances of your NDA
In People, you can add a record to a person's timeline if an NDA has been accepted outside of Eleven.
From and reply-to email addresses
Our new Dedicated Email Domain service lets you send emails from your domain. A new menu lets you intelligently and safely select the sender.
Showcase a custom metric for any offering
Fund managers can now add a unique and differentiating statistic to any offering.
Smart mapping for CRS Participating Country
We now automatically suggest whether a financial institution is from a non-participating jurisdiction for CRS.
Access investments in any state
New filters let fund administrators and fund managers see in process and deactivated investments too and go beyond just the active state.
Company all-in-one setup
A new panel in the main dropdown menu gives fund managers a holistic view over the complete investor lifecycle features.
View investment transactions
See all the transactions for the investment, including the subscription, add-ons, KYC changes and more, and step into all the transaction details.
High performance navigation
The main menu has been rewritten and migrated to a new code base for a totally seamless navigation experience with new effects and faster transitions between pages.
