AI-Powered subscription agreement processing and AML/KYC compliance. Transform complex documents into streamlined investor experiences.
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Need help with ERISA representations? I can explain what each option means.
What does "Benefit Plan Investor" mean?
A Benefit Plan Investor includes employee benefit plans subject to ERISA or governmental plans. Most LLCs and corporations are not benefit plan investors.
| Period | Opening | Capital In | Capital Out | Net Profit | Ending | Return |
|---|---|---|---|---|---|---|
| Dec 2025 | $17.9M | $275K | $0 | $195K | $18.7M | +1.1% |
| Nov 2025 | $17.1M | $425K | $75K | $287K | $17.9M | +1.7% |
| Oct 2025 | $16.4M | $180K | $0 | $214K | $17.1M | +1.3% |
$5.0M · 60% called
$2.5M · 80% called
$10.0M · 25% called
Transform your investor onboarding processes with AI-powered automation and compliance
Automatically extract key data from fund agreements, subscription agreements, capital calls, and redemption notices. Our AI agent provides real-time guidance throughout the process.
Ensure compliance by monitoring sanctions databases, watchlists, and PEP lists. Secure document handling with strict data privacy standards.
Connect with CRMs and fund portals effortlessly. Our platform integrates with your existing workflow.
Real-time tracking of subscription agreements with customizable reports and dashboards for actionable insights.
Solutions designed for every stakeholder in the investment ecosystem. Whether you manage a single fund or a complex fund family, Subdoc scales with your needs while maintaining the precision you require.
Streamline the subscription process from the investor's perspective, simplifying onboarding by minimizing repetitive paperwork and complex legal jargon.
Revolutionize subscription agreement management with full automation. Upload agreements and watch our AI create streamlined interfaces in seconds.
Deliver AI-ready digital offering documents with unparalleled ease and efficiency. Break free from traditional methods and embrace next-generation technology.
Schedule a demo to see how Subdoc can transform your onboarding process.