solutions we provided
A Complete
Pre-Trade and Post-Trade
Workflow Solution
Coderize Solutions accelerates investor onboarding for fund managers — enabling LPs to be onboarded in minutes instead of weeks. Designed for both emerging and established fund managers, the platform streamlines every stage of the investment lifecycle. With its Pre-Trade and Post-Trade Workflow System — including Dashboard, 100’s of pages using Smart Subscription Documents Prefill, Fund Profiles, Customizable Workflows, Post Trade Compliance, Form D, Capital call notices and reconciliations along with AML/KYC modules — Coderize Solutions empowers lean investment teams, family offices, fund administrators, and legal partners to operate efficiently and save hours per investor.
Smart sub-doc automation
Built-in KYC/AML
Status tracking + e-sign
Full audit trail
Understand GP&LP Relationship
Post Trade Compliance
fund managers
Eliminate bottlenecks in investor onboarding and fund administration
Coderize Solutions streamlines fundraising, investor onboarding, and subscriptions by digitizing manual paperwork and data that slow down closings.
SMART INVESTOR ONBOARDING
Simplify fundraising and subscriptions with an end-to-end digital experience.
DESIGNED FOR COLLABORATION
Coderize Solutions gets all parties onboarded, organized, and compliant on the first try.
Eliminate Manual Chaos
Eliminate messy back-and-forth by managing everything in one place.
Error-Free Workflows
Prevent reconciliation issues and missing investor information.
Digital Signatures Made Easy
Enable e-signing for all investment documents.
FUND INVESTORS
Meet your targets—not roadblocks—when investing in alternatives.
Coderize Solutions turns investor data into reusable assets, automates fund subscriptions, and consolidates investment processes and reporting in one platform. By digitalizing investor data, our platform reduces the time and effort needed to prepare fund subscriptions and enables institutional investors to scale operations as allocations to alternative investments grow. The end-to-end solution is fully integrated and automated, letting investment teams dedicate their time to strategic, value-added tasks rather than operational workflows and administrative tasks.
SERVICE PROVIDERS
Handle fund closings seamlessly in a single workspace
Coderize Solutions helps you keep investor onboarding, subscription reviews, and AML/KYC processes fully under control. By centralizing these critical workflows on a single platform, it reduces manual errors, accelerates compliance, and ensures every step of the investment process is seamless and efficient. Fund managers and teams can focus on high-value investment activities while the platform handles the operational and regulatory tasks reliably.
