200+ LPs
Onboarded Digitally
Marketing | KYCs | Document Generation | e-Sign | Repository
Challenge
An Alternative Investment Fund looking to onboarding 200+ investors had the following requirements:
- Sharing confidential fund strategy documents / track record details
- Collecting of investor information / documents
- Document generation with varying document templates and electronic execution
- Creating institutional process for ongoing management of KYC information
Solution
Next gen virtual data room with video messaging for effective communication
Customised forms for information collection
One-touch document generation with editable templates
APIs for integrated verification, e-sign and e-stamp
Project management dashboards + email / WA notifications
Next gen virtual data room with video messaging for effective communication
Customised forms for information collection
One-touch document generation with editable templates
APIs for integrated verification, e-sign and e-stamp