Set up your fund framework, finalize legal docs, appoint providers, and prepare for fundraising and closing — all in one integrated process.
Streamlined Onboarding
Built-in Compliance
Intelligent Dashboards
About us
Centralize Fund, Investor in One Platform
Key Features
Transforming fund operations through
ONE smart platform

Capture interest, share documents securely, perform KYC/AML checks, and track due diligence in one secure workspace.

Digitize subscription management with automated document prep, e-signatures, and compliance validation for seamless investor onboarding.

Automate capital call notices, fund reconciliation, and investor confirmations for a faster, more transparent funding process.

Compile signed documents and confirmations, register with regulators (Form D, Blue Sky, FATCA/CRS), issue welcome letters and statements to LPs, and manage final investor allocations and cap table updates

Support compliance monitoring, set up investor reporting portals, automate future capital calls and NAV statements, and manage ongoing compliance, audits, and investor communications.
Who We Serve
Designed for every
alternative investment firm

Fund Managers

Fund Investors

Service Providers
- Ready to collaborate?
- Contact our Coderize Solutions team
- Connect with confidence
- Ready to collaborate?
- Contact our Coderize Solutions team
- Connect with confidence
- Ready to collaborate?
- Contact our Coderize Solutions team
- Connect with confidence
- Ready to collaborate?
- Ready to collaborate?
- Contact our Coderize Solutions team
- Connect with confidence
- Ready to collaborate?
- Contact our Coderize Solutions team
- Connect with confidence
- Ready to collaborate?
- Contact our Coderize Solutions team
- Connect with confidence
- Ready to collaborate?
Benefits
Operational Gains & Investor Satisfaction
- Reduce fund closing time by 70%
- Eliminate version control issues
- Gain real-time compliance visibility
Seamless Experience for LPs & IR Teams
- Improve LP onboarding experience
- Single onboarding flow (upload → pre-fill → e-sign → finalize)
- Dashboard, document tagging, and version history
Built for Scale and Trust
- AWS-hosted with SOC2-compliant architecture
- Built-in encryption & audit logging
- Open API integrations for CRM, custodians, and fund admin tools
- Document tracking and signer verification
Tailored for Your Fund Structure
- We work with direct investment managers, fund-of-funds, and family offices
- Customized implementation in under 10 days

