Form your fund the right way, from the start

Get expert guidance to build and scale your fund on a solid foundation, from thesis to launch.

Set your fund up for success Build your fund with the help of an expert team, from setting up legal entities to planning your first capital call, ensuring your fund is formed on a solid foundation.

• **Develop a comprehensive fund model: **Fundraising, fund management, budgeting
• **Get tailored support from formation specialists: **Strategic guidance, 1:1 sessions
• **Access a step-by-step formation process: **Formation filings, legal templates, first close

Efficiently close investors Through an integrated closing experience, share sub docs, run KYC checks, and gain insight into where investors are in the process without needing to ask.

• **Safely share and view any document: **Virtual data rooms, LP portal
• **Smooth sub docs experience: **Sign documents, track status, guided support
• **Assess investor identity risk with due diligence: **KYC/AML services, global sanctions checks

Grow on one platform Whether you’re an emerging manager or a seasoned investor, access scalable services and support across all your funds, from formation to administration.

• **Full-stack fund administration: **Financials, real-time metrics, capital activity
• **Continued formation of new funds: **Fund, management company, GP entity
• **Support for returning investors: **LP portal, pre-filled sub docs

Features

• Automated Legal Document Generation: Streamline the creation of legal documents required for fund formation with automated templates and workflows, ensuring accuracy and compliance.
• Regulatory Compliance Tools: Provide tools to help fund managers navigate and comply with regulatory requirements, including automated alerts for filing deadlines and changes in regulations.
• Investor Onboarding Portal: Create a secure portal for onboarding investors, allowing them to complete necessary documentation and access fund information easily.
• Customizable Fund Structures: Offer flexibility in designing fund structures to meet the specific needs and goals of different types of funds, including venture capital, private equity, and hedge funds.
• Integrated Fund Management Dashboard: Provide a comprehensive dashboard that integrates all aspects of fund management, from formation to ongoing administration, offering real-time insights and analytics.