Use Cases

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Asset Mgt, VC & Private Equity
Investment Company Analysis

Research and evaluate a security or industry in order to determine its suitability for investment

Asset Mgt, VC & Private Equity
Investment Operations
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Asset Mgt, VC & Private Equity
Company Onboarding

Onboard third party vendors end-to-end, with zero manual coordiantion

Asset Mgt, VC & Private Equity
Investment Operations
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Asset Mgt, VC & Private Equity
Transfers

Manage and execute transfers with ease

Asset Mgt, VC & Private Equity
Investment Operations
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Asset Mgt, VC & Private Equity
Exit Management

Manage and carry out exits with standard process steps and full documentation

Asset Mgt, VC & Private Equity
Investment Operations
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Asset Mgt, VC & Private Equity
Due Diligence of Company

Investigate, audit, and evaluate performance of a company using an automated workflow

Asset Mgt, VC & Private Equity
Investment Operations
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Asset Mgt, VC & Private Equity
Know Your Customer (KYC) for all investors on the cap table and the founders

Enables faster KYC for investors and founders with automatic data gathering and no manual checks

Asset Mgt, VC & Private Equity
Investment Operations
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Asset Mgt, VC & Private Equity
Investment Committee and Minutes

Conduct investment committee proceedings, minutes creation, and circulation

Asset Mgt, VC & Private Equity
Investment Operations
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