Use cases

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All
Delivery Services
Hub Operations
Delivery Operations
Courier Operations
Delivery Services Customer Service Operations
Venture Capital and Private Equity
Investor Operations
Investment Operations
Reporting Operations
Compliance and Legal Operations
Retail and Ecommerce
Assortment Operations
Logistics and Warehouse Operations
Retail Customer Service Operations
In-Store and Point-of-Sale Operations
Marketplace
No items found.
Financial Services
Account and Transaction Operations
Customer Service Operations
Compliance Operations
Rental and Fleet Services
Delivery Services
Other
No items found.
Special Purpose Vehicle (SPV) Operations

Standardize and automate your SPV operations using customizable processes and checklists

Venture Capital and Private Equity
Compliance and Legal Operations
Deed Compliance

Maintain deed compliance with a standard, automated workflow

Venture Capital and Private Equity
Compliance and Legal Operations
Specialties, e.g. Investor Specific Requirements

Venture Capital and Private Equity
Compliance Operations
FACTA

Create, manage, and file FACTA reports to the IRS

Venture Capital and Private Equity
Compliance and Legal Operations
SSA / SHA creation

Venture Capital and Private Equity
Compliance and Legal Operations
Management Compliance Attestations

Create and manage compliance attestations with automated document creation and data collection

Venture Capital and Private Equity
Compliance and Legal Operations
Fund Incorporation

A step-by-step process for fund incorporation

Venture Capital and Private Equity
Compliance and Legal Operations
Fund Administrator Management

Manage and update fund administrator's with an end-to-end process

Venture Capital and Private Equity
Reporting Operations
LP Reporting

Share quarterly reports, capital calls, tax documents and more with Limited Partners

Venture Capital and Private Equity
Reporting Operations
Impact Reporting

Demonstrate investment impact with a streamlined process

Venture Capital and Private Equity
Reporting Operations
Fund Valuations

Carry out your fund valuation process with no manual coordination

Venture Capital and Private Equity
Reporting Operations
Portfolio Company Reporting Consolidation

Consolidate and produce reporting on a portfolio company or companies

Venture Capital and Private Equity
Reporting Operations
Portfolio Company Reporting Data Request Handling

Process data requests on your company portfolio

Venture Capital and Private Equity
Reporting Operations
Portfolio Company Master Data Management

Manage and update portfolio company master data

Venture Capital and Private Equity
Reporting Operations
Exit Management

Manage and carry out exits with standard process steps and full documentation

Venture Capital and Private Equity
Investment Operations
Transfers

Manage and execute transfers with ease

Venture Capital and Private Equity
Investment Operations
Company Onboarding

Onboard third party vendors end-to-end, with zero manual coordiantion

Venture Capital and Private Equity
Investment Operations
Know Your Customer (KYC) for all investors on the cap table and the founders

Enables faster KYC for investors and founders with automatic data gathering and no manual checks

Venture Capital and Private Equity
Investment Operations
Investment Committee and Minutes

Conduct investment committee proceedings, minutes creation, and circulation

Venture Capital and Private Equity
Investment Operations
Due Diligence of Company

Investigate, audit, and evaluate performance of a company using an automated workflow

Venture Capital and Private Equity
Investment Operations
Investment Company Analysis

Research and evaluate a security or industry in order to determine its suitability for investment

Venture Capital and Private Equity
Investment Operations
Partner Resolutions

Resolve partner disputes according to the terms of the partnership agreement with a standardized workflow

Venture Capital and Private Equity
Investor Operations
Distributions

Allocate investment returns or capital gains with a standard, coordination-free workflow

Venture Capital and Private Equity
Investor Operations
Capital Calls / Drawdowns

Automate your capital calls with a standard workflow that includes document creation

Venture Capital and Private Equity
Investor Operations
Allocate investment returns or capital gains with a standard, coordination-free workflow

An automated process for handling mandatory anti-money laundering compliance checks

Venture Capital and Private Equity
Investor Operations
Know Your Partner (KYP)

Enables faster KYP & partner onboarding by automating data gathering and eliminating manual checks

Venture Capital and Private Equity
Investor Operations
Investor Onboarding

Onboard new investors end-to-end with zero manual coordiantion

Venture Capital and Private Equity
Investor Operations

Life isn’t getting any easier.
But operations can.

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