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Insight:
Take Control of Your Fund Obligations

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Request Your Custom Demo

Modernize your fund obligation management processes and transform your contracts into Insight:

  • image description Strengthen investor trust: Manage and track compliance with ongoing obligations, proactively handle requirements, and create a clear audit trail of compliance for investors and regulators.
  • image description Drive organizational accountability: Assign all obligations to functional owners across all departments and monitor organization-wide completion to ensure compliance.
  • image description Save time and money: Lean on historical precedent to streamline future negotiations, save costs by self-servicing complex questions, and ultimately close funds faster.

Request your custom demo today!

Organize and manage fund obligations across your entire organization

Remove the complexity from fund compliance and build stronger investor relationships with Insight.

Save time

Organize all obligations in a single dashboard. Streamline future fundraising and negotiations by leveraging precedent language and analyzing trends across funds and Limited Partners.

Strengthen investor trust

Proactively manage fund obligations, access specific agreement language and requirements, and respond to investor requests in real-time.

Drive accountability

Assign tasks to individuals across departments through built-in workflow tools. Analyze the status of work streams across your firm in real-time.

Reliably audit compliance

Monitor and audit every obligation through digital records of who in your organization did what and when. Export records as custom reports, providing auditors with the exact information they’ve requested.

The world's leading investment firms rely on Insight

Take control of your fund obligations

Insight is a purpose-built solution designed to organize obligations across your funds, drive accountability and compliance, and ultimately strengthen investor trust.