How it works
Subscriptions into your offerings—made fast, easy and compliant
Upload and digitize
Turn subscription documents into an intuitive, guided online workflow that investors can complete in minutes.
Configure settings
Customize approvals, preferences, KYC requirements, risk ratings matrices, notifications and more to match your exact process.
Invite investors
Launch forms and invite investors to onboard and subscribe.
Invest in clicks
Existing investors can subscribe instantly with saved data, while new investors breeze through guided onboarding.
Monitor and review
Fund managers and fund administrators collaborate in real-time with full transparency. Audit trails and features move each transaction forward.
Sign, call capital and close
Integrated capital call and workflows to send out notices, track payments and close when ready.
Sync and service
From accounting systems, dashboards and portals, everything stays in sync via 2-way APIs, enabling you to service from one central location.
What customers love
Workflows built for everyone
Go beyond paper documents and standalone digital subscription software. Propel your business forward with the most advanced, intuitive and complete technology for private markets.
Fund Administrators
- Easy transaction processing
- Synced to accounting systems
- Complete investor onboarding
- AML screening
- Global support
- New revenue streams
- Highly modular and scalable
Fund Managers
- Investors subscribe in your portal
- Subscription documents digitized
- Fast investing for existing clients
- Digital signatures and approvals
- Fund administrator integration
- Launch quickly
- Simple, scalable pricing
Investors
- Reusable investor passports
- Centralized experience
- Make additional investments
- Manage your preferences
- Set up investor contacts
- Onboard and subscribe quickly
- Global support
Built for you
Explore your use case
Whether you are a fund administrator or fund manager, you play an important role in the digital transaction process. Learn more about the powerful technology and workflows that make complex transactions simple.
