AI-Powered subscription agreement processing and AML/KYC compliance.
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
Streamline the alternative investment fund subscription process from the investor's perspective, simplifying onboarding by minimizing repetitive paperwork and complex legal jargon. Clarify investor queries in real time, reducing errors and enhancing efficiency for both investors and fund managers, ensuring a seamless, pain-free experience.
Revolutionize subscription agreement management with full automation. Upload agreements and watch our AI create streamlined, user-friendly interfaces in seconds. Automate AML/KYC processes and reduce compliance costs significantly.
Empower your law firm to deliver AI-ready digital offering documents, like subscription agreements, with unparalleled ease and efficiency. Break free from traditional methods and embrace next-generation technology to streamline investor onboarding, solving clients' key painpoints in document delivery and completion.