For many ambitious Alts or Private Capital firms, a slow and hard-to-coordinate fund setup process is causing ripple effects: It risks …
Delayed onboarding slows down AUM-growth and associated fees and will have a negative impact on the LP/Investor experience. Lastly, a long and complex process is costly, driving up external cost (e.g., legal) and driving up internal headcount. Operationally, your current solution is inhibiting scale.
We believe that return on technology comes from intelligently ‘gluing’ together your existing systems & processes.
Our Institutional Onboarding is built from the ground up to enable rapid configuration to fit with your processes and integrate with your existing systems, including 3rd party providers such as legal or fund administrator services.
It gives you a 360-view of the process pulled together into one solution: Providing senior leaders with dashboards and the team with smart workflow and task tracking across multiple functions, geographies and time zones.
We can help you digitise the full process and automate as much as 90% from start to finish, including:
The tool is intuitive and can be tailored to your specific needs.
For many ambitious Alts or Private Capital firms, a slow and hard-to-coordinate fund setup process is causing ripple effects: It risks …
The institutional onboarding process is often ‘broken’. It is not scalable, can delay revenue, will drive up costs, and can even …
Ambitious Private Capital and Asset Managers are all looking to expand. With an increasingly diverse investor-base, new asset classes, and a …