Standardize and automate your SPV operations using customizable processes and checklists
Maintain deed compliance with a standard, automated workflow
Create, manage, and file FACTA reports to the IRS
Create and manage compliance attestations with automated document creation and data collection
A step-by-step process for fund incorporation
Manage and update fund administrator's with an end-to-end process
Share quarterly reports, capital calls, tax documents and more with Limited Partners
Demonstrate investment impact with a streamlined process
Carry out your fund valuation process with no manual coordination
Consolidate and produce reporting on a portfolio company or companies
Process data requests on your company portfolio
Manage and update portfolio company master data
Manage and carry out exits with standard process steps and full documentation
Manage and execute transfers with ease
Onboard third party vendors end-to-end, with zero manual coordiantion
Enables faster KYC for investors and founders with automatic data gathering and no manual checks
Conduct investment committee proceedings, minutes creation, and circulation
Investigate, audit, and evaluate performance of a company using an automated workflow
Research and evaluate a security or industry in order to determine its suitability for investment
Resolve partner disputes according to the terms of the partnership agreement with a standardized workflow
Allocate investment returns or capital gains with a standard, coordination-free workflow
Automate your capital calls with a standard workflow that includes document creation
An automated process for handling mandatory anti-money laundering compliance checks
Enables faster KYP & partner onboarding by automating data gathering and eliminating manual checks
Onboard new investors end-to-end with zero manual coordiantion
