Feature overview
Once investor eligibility is confirmed, personalized subscription documents are prepared and shared—either manually or through digitally pre-filled forms—to simplify the subscription process. Investors can easily execute agreements using integrated e-signature solutions such as DocuSign. Supporting documents, including W-9 forms, identification, and entity-related materials, are collected to meet compliance requirements.
Each submission is then reviewed for completeness and accuracy before being forwarded for final review and countersignature, ensuring a smooth and compliant subscription experience.
- Send personalized subscription documents (manually or pre-filled digitally)
- Enable e-signature or DocuSign integration
- Collect supporting docs (W-9, IDs, entity docs and other mandatory docs)
- Confirm completeness and correctness
- Submit for review and countersignature