Manage and carry out exits with standard process steps and full documentation
Maintain deed compliance with a standard, automated workflow
Investigate, audit, and evaluate performance of a company using an automated workflow
Enables faster KYP & partner onboarding by automating data gathering and eliminating manual checks
Enables faster KYC for investors and founders with automatic data gathering and no manual checks
Demonstrate investment impact with a streamlined process
Create, manage, and file FACTA reports to the IRS
Create and manage compliance attestations with automated document creation and data collection
Consolidate and produce reporting on a portfolio company or companies
Conduct investment committee proceedings, minutes creation, and circulation
