Onboarding Portal for Investors to

fill in e-subdocs
upload KYC
review & sign
track closing progress

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We've been trusted TO RAISE FUNDS FOR

Investor Onboarding Portal

Guide your investors through the investment process
FundFormer Investor Portal
FUND MANAGERS

Automate your closing

Our investor onboarding portal is designed specifically for private equity, venture capital, and hedge fund managers

White-labeled landing page
Your own URL with your logo and colors
Electronic signatures
Sign by hand, in the portal, or on your phone
Data encrypted at rest and in transit
FundFormer uses HSTS (Strict Transport Security) with TLS 1.2+ protocol and encrypts data at rest using AES-256
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.

Electronic Sub Docs

Streamlined project management for your subscription documents

FundFormer turns your Sub Docs into easy webforms

Completed PDF generated by FundFormer

And generates completed legal contracts to e-sign

FundFormer generates a PDF ready to be signed
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.
investor relations

Outsource client services

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

Top tier customer support
Our team started their careers working for leading firm such as Carlyle, Bridgewater, and Simpson Thacher
Dedicated project manager
A point person will be quarterbacking your closing
Experience with all types of investors
1,000+ hours reviewing sub docs for HNW and institutions

Know-Your-Customer Checklists

Investors securely upload documents for KYC/AML review
Investors securely upload their KYC and AML documents

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INVESTOR ONBOARDING PORTAL

Electronic Sub Docs

KYC Checklists

Electronic Signatures

White-Labeled Landing Page

Multi-Factor Authentication

Data Export Template

API Integration

CLIENT SERVICES

Dedicated Support

Fundraising Specialist

Project Manager

Preload Investor Data

We preload certain questions based on past investments by the same investor

Investor Questionnaire Review

We check the investor's eligibility to invest

AML / KYC Review

We check that uploaded docs satisfy your requirements

Accredited Investor Verification

An attorney reviews uploaded docs and certifies Accredited Investor status for Rule 506(c) funds

Certified True Copies

A notary public reviews original documents and certifies true copies for Cayman funds

INVESTOR ONBOARDING PORTAL

Electronic Sub Docs

KYC Checklists

Electronic Signatures

White-Labeled Landing Page

Multi-Factor Authentication

Data Export Template

API Integration

CLIENT SERVICES

Dedicated Support

Preload Investor Data

We preload certain questions based on past investments by the same investor

Investor Questionnaire Review

We confirm the investor is eligible to invest

AML / KYC Review

We check that uploaded docs satisfy your requirements

Accredited Investor Verification

An attorney reviews uploaded docs and certifies Accredited Investor status for Rule 506(c) funds

Certified True Copies

A notary public reviews original documents and certifies true copies for Cayman funds

INVESTOR ONBOARDING PORTAL

Electronic Sub Docs

KYC Checklists

Electronic Signatures

White-Labeled Landing Page

Multi-Factor Authentication

Data Export Template

API Integration

CLIENT SERVICES

Dedicated Support

Fundraising Specialist

Preload Investor Data

We preload certain questions based on past investments by the same investor

Investor Questionnaire Review

We confirm the investor is eligible to invest

AML / KYC Review

We check that uploaded docs satisfy your requirements

Accredited Investor Verification

An attorney reviews uploaded docs and certifies Accredited Investor status for Rule 506(c) funds

Certified True Copies

A notary public reviews original documents and certifies true copies for Cayman funds

INVESTOR ONBOARDING PORTAL

Electronic Sub Docs

KYC Checklists

Electronic Signatures

White-Labeled Landing Page

Multi-Factor Authentication

Data Export Template

API Integration

CLIENT SERVICES

Dedicated Support

Project Manager

Preload Investor Data

We preload certain questions based on past investments by the same investor

Investor Questionnaire Review

We check the investor's eligibility to invest

AML / KYC Review

We check that uploaded docs satisfy your requirements

Accredited Investor Verification

An attorney reviews uploaded docs and certifies Accredited Investor status for Rule 506(c) funds

Certified True Copies

A notary public reviews original documents and certifies true copies for Cayman funds

The latest company information, product updates, and fundraising data

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