Prepare the fund
Publish fund information, documents, target size, eligibility and subscription conditions.
Collect interest
Capture leads, expressions of interest, investor qualification and onboarding requirements.
Process subscriptions
Manage digital applications, signing, acceptance and capital call workflows.
Report and distribute
Track participations, distributions, investor reports, documents and exit events.
Best suited for
Real estate funds
Alternative investment funds
Private equity-style funds
AIFMD-oriented fund managers
Relevant platform capabilities
Lead nurturing
Fund document room
KYC/KYB
Subscription workflow
Capital calls
Participation register
Distributions
Investor reporting