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.
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Hedge Funds
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Private Equity Funds
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Real Estate Investment Funds
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Venture Capital Funds
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Debt Funds
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Registered Investment Advisors
PROCESSES WE STREAMLINE WITH
DOCUSIGN
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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. |
SERVICES
INDUSTRIES
COMPANY
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