FundFormer is now part of Ontra
Read More
Our team started their careers working for firms such as The Carlyle Group, Bridgewater Associates, and Simpson Thacher & Bartlett LLP. Allen Pan (CEO) co-founded FundFormer as a way to solve the problems with subscription documents he consistently encountered as a fund formation attorney.
A FundFormer professional is available to assist at every step of the way for the whole lifecycle of your fund: from fund launch to investor closing to post-closing secondary transactions.
The FundFormer team draws from our experience with thousands of hours helping investors spanning from large institutions to high net worth individuals.
Our investor onboarding portal is designed specifically for investors in private equity, venture capital and hedge funds.
FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms with conditional logic.
FundFormer can coordinate with all deal parties throughout the fundraising process, including investors' financial advisors, legal counsel and investor relations teams. Create data exports for post-closing analysis or fund administration investor onboarding.
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 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.
