fill in e-subdocs
upload KYC
review & sign
track closing progress
Our investor onboarding portal is designed specifically for private equity, venture capital, and hedge fund managers
FundFormer makes the process so simple that most of our investors barely realize they're using a discrete platform at all. FundFormer made it easy to integrate our logo and branding with the platform, and this made our onboarding process more seamless. In that way, FundFormer is exactly what we wanted-- a beautiful onboarding tool commensurate with our level of professionalism, and more importantly, a tool that got out of our investor's way.
FundFormer turns your Sub Docs into easy webforms
And generates completed legal contracts to e-sign
FundFormer has organized the on-boarding process across multiple funds and has literally saved me hours per week.
Investors love the ease and sensibility of FundFormer’s customized subscription documents. Second time LP’s are blown away at how quick and easy the subscription process is with pre-loaded documents.
Our team of fundraising support specialists handles the entire sub doc process - they'll work with all deal parties, communicate with the admin, and review the digital submission
Fundraising Specialist
Project Manager
We preload certain questions based on past investments by the same investor
We check the investor's eligibility to invest
We check that uploaded docs satisfy your requirements
An attorney reviews uploaded docs and certifies Accredited Investor status for Rule 506(c) funds
A notary public reviews original documents and certifies true copies for Cayman funds
We preload certain questions based on past investments by the same investor
We confirm the investor is eligible to invest
We check that uploaded docs satisfy your requirements
An attorney reviews uploaded docs and certifies Accredited Investor status for Rule 506(c) funds
A notary public reviews original documents and certifies true copies for Cayman funds
Fundraising Specialist
We preload certain questions based on past investments by the same investor
We confirm the investor is eligible to invest
We check that uploaded docs satisfy your requirements
An attorney reviews uploaded docs and certifies Accredited Investor status for Rule 506(c) funds
A notary public reviews original documents and certifies true copies for Cayman funds
Project Manager
We preload certain questions based on past investments by the same investor
We check the investor's eligibility to invest
We check that uploaded docs satisfy your requirements
An attorney reviews uploaded docs and certifies Accredited Investor status for Rule 506(c) funds
A notary public reviews original documents and certifies true copies for Cayman funds
