Use Cases

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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 Partner (KYP)

Enables faster KYP & partner onboarding by automating data gathering and eliminating manual checks

Asset Mgt, VC & Private Equity
Investor 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
Impact Reporting

Demonstrate investment impact with a streamlined process

Asset Mgt, VC & Private Equity
Reporting Operations
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Asset Mgt, VC & Private Equity
FACTA

Create, manage, and file FACTA reports to the IRS

Asset Mgt, VC & Private Equity
Compliance & Legal Operations
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Asset Mgt, VC & Private Equity
Management Compliance Attestations

Create and manage compliance attestations with automated document creation and data collection

Asset Mgt, VC & Private Equity
Compliance & Legal 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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Asset Mgt, VC & Private Equity
SSA / SHA creation

Asset Mgt, VC & Private Equity
Compliance & Legal Operations
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