From Complex to Effortless Investor Subscriptions!
HARVEY ESQUIRE faced a slow and manual investor subscription process when relocating 350 investors from Delaware to the Cayman Islands. Discover how Solusign automated and streamlined this process with updated DocuSign agreements, integrated data, and efficient document management. The outcome? A 10x speed increase and a seamless, error-free subscription experience.
95%
reduction in manual onboarding tasks
100%
error-free document
O min
Spent on manual paperwork
HARVEY ESQUIRE, a venture capital law firm in Los Angeles, needed to expedite a complex investor document process. Solusign partnered with them to automate and integrate their subscription process, reducing manual work and enhancing efficiency. Investors signed agreements with ease, and Chris Harvey's team efficiently tracked and managed submissions.
Industry: Venture Capital Law
Company Size: Medium
Location: Los Angeles
Use Case: Automating investor subscription processes to dramatically increase speed, minimize manual tasks, and ensure smooth and accurate documentation handling.
The Problem
HARVEY ESQUIRE faced a slow and cumbersome investor subscription process when relocating 350 investors from Delaware to the Cayman Islands.
The need for these investors to re-sign subscription documents they had already completed in Delaware made the process labor-intensive and prone to delays. Chris Harvey, the firm's Emerging Fund Lawyer, sought a faster and more efficient solution to manage this complex task.
The Solution
Working closely with Chris, Solusign built the following:
- Set up updated subscription agreements in Docusign
- Connected investor data to the subscription agreements
Integrated Chris’s database with - Docusign to send and track documents
- Automated the download of completed documents in the database
The Results
HARVEY ESQUIRE’s investor subscription process was transformed into a streamlined, efficient system.
The automation of subscription agreements and document management allowed investors to sign with just a click, drastically reducing manual work. Chris and his team could easily monitor who had not yet signed and send reminders as needed. The process was completed 10x faster, with documents instantly updated and synchronized in their database, significantly enhancing efficiency and reducing errors.
“We completed the request at ten times the speed previously required.”
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