Speed up client onboarding with DocuSign
We help Financial Services firms automate paperwork
Reduce operational costs and delight investors. It’s that simple.
SCHEDULE A CALL
100%
Military-grade security levels
100%
Deliver convenience to your LPs
98%
Eliminate errors in forms
INVESTMENT FUNDS STRUGGLE WITH
– Processing subscriptions manually
– Onboarding investors smoothly
– Errors in subscription documents
INVESTMENT ADVISORS STRUGGLE WITH
– Onboarding clients with speed
– Manually double entries
– Missing information in forms
FLEXIBLE SOLUTIONS
Perfect if you…
✔️ Want to hire an expert for a few hours to get unstuck
✔️ Have specific questions you need help with
Perfect if you…
✔️ Want experts to add electronic signatures to your docs
✔️ Are tired of chasing signatures and data by email or paper
Perfect if you…
✔️ Want to send signature requests from your CRM
✔️ Want to automate manual tasks
INVESTMENT FIRMS WE WORK WITH
We automate investor-related agreements for investment funds and advisors in the US and Canada.
Hedge Funds
Private Equity Funds
Real Estate Investment Funds
Venture Capital Funds
Debt Funds
Registered Investment Advisors
PROCESSES WE STREAMLINE WITH
DOCUSIGN
Accurate Subscriptions |
Reduced legal costs for funds and LPs |
| On average, 25 to 30% of submitted documents for investments are incorrectly completed and cannot be used. | Signers are guided through the signing process which reduces the costly total hours spent between lawyers and LPs. |
Ditch paper to scale your fund |
Better experience for LPs |
| The traditional PDF email chain subscription process takes weeks to process due to errors in documents. | Build a trusted relationship with your LPs right from the beginning by bringing clarity and efficiency into the fund subscription process. |
We help investment and lending firms automate paperwork by implementing electronic signature solutions.
SERVICES
INDUSTRIES
COMPANY
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