Fundraising for one or more funds can be a frustrating experience for investment firms, unless they digitize both the fundraising and due diligence. Integrating digital tools generate a competitive advantage in terms of efficiency and KYC compliance.
Fundraising for a retail fund can be hard if you are dealing with a large number of investors or using a distribution network, generating a paperwork overload.
The main challenges fund managers face include:
- Paper-based forms create safety issues and administrative overload
- Investors expect digital onboarding
- Complex due diligence
- High volume to handle
In today’s high-paced world, onboarding needs to be quick, effortless, and secure. Our suite of digital tools offers all that and more:
- Centralized fund operations
- Reduce data-entry errors
- Compliance with MiFID requirements
- Structured investor data
- Automated investor profiling/categorization
- Enhanced investor experience
- Paperless process
Efficient AML/KYC onboarding due diligence and automated perpetual monitoring.
Provide distributors with real-time portfolio data while keeping them updated about your business and financial offerings.
Streamline your fundraising process and offer a seamless investor experience, enabling a clear and trackable communication with all parties.
Monitoring investment performance and key metrics through a mobile app that allows investors to update data.