Fund management
AIFMD
Participation funds
Participation funds
Digitise fund subscriptions, capital calls, participation registers, distributions and investor reporting.
Digitise fund subscriptions, capital calls, participation registers, distributions and investor reporting.
Overview
Operate participation funds without fragmented infrastructure.
Operate participation funds without fragmented infrastructure.
Participation funds need a strong operational layer for investor acquisition, onboarding, documentation, subscriptions, capital calls, participation administration and ongoing reporting. Fininly gives fund managers a cloud-hosted white-label environment to manage the full investor lifecycle from first interest to exit.
Participation funds need a strong operational layer for investor acquisition, onboarding, documentation, subscriptions, capital calls, participation administration and ongoing reporting. Fininly gives fund managers a cloud-hosted white-label environment to manage the full investor lifecycle from first interest to exit.
Typical flow
From setup to ongoing investor management.
From setup to ongoing investor management.
Each product type has its own lifecycle, but the same Fininly infrastructure connects onboarding, documents, payments, workflows and reporting.
Each product type has its own lifecycle, but the same Fininly infrastructure connects onboarding, documents, payments, workflows and reporting.
Body text
Prepare the fund
Publish fund information, documents, target size, eligibility and subscription conditions.
Prepare the fund
Publish fund information, documents, target size, eligibility and subscription conditions.
Body text
Collect interest
Capture leads, expressions of interest, investor qualification and onboarding requirements.
Collect interest
Capture leads, expressions of interest, investor qualification and onboarding requirements.
Body text
Process subscriptions
Manage digital applications, signing, acceptance and capital call workflows.
Process subscriptions
Manage digital applications, signing, acceptance and capital call workflows.
Body text
Report and distribute
Track participations, distributions, investor reports, documents and exit events.
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