Effortless Investor Onboarding, Powered by AI

AI-Powered subscription agreement processing and AML compliance for law firms, fund managers, and administrators

Intelligent Features

Transform your investment processes with AI-powered automation and compliance

AI Agreement Processing

Automatically extract key data from fund agreements, subscription agreements, and capital calls. Our AI agent provides real-time guidance throughout the process.

Real-Time KYC and AML

Ensure compliance by monitoring sanctions databases, watchlists, and PEP lists. Secure document handling with strict data privacy standards.

Seamless Integrations

Connect with CRMs and fund portals effortlessly. Our platform integrates with your existing workflow.

Advanced Analytics

Real-time tracking of subscription agreements with customizable reports and dashboards for actionable insights.

Tailored to Your Needs

Solutions designed for every stakeholder in the investment ecosystem

General Partners

Simplify the subscription process for hedge fund investors. Eliminate repetitive document exchanges and clarify investor queries in real time, reducing errors and enhancing efficiency for both investors and fund managers.

Fund Admins

Revolutionize subscription agreement management with full automation. Upload agreements and watch our AI create streamlined, user-friendly interfaces in seconds. Automate AML processes and reduce compliance costs significantly.

Law Firms

Empower your law firm to deliver AI-ready offering documents, such as subscription agreements, with unmatched efficiency. Transform traditional legal processes with cutting-edge technology.

Are You Ready to Onboard?

Contact us to learn more

info@subdoc.ai800-628-8272