Pre-Trade and Post-Trade Workflow Solution

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.

Streamline investor onboarding and subscriptions

Eliminate manual and duplicate data entry

Seamlessly integrate with internal systems