Digital Workflow That Elevates the Fundraising Experience
Deliver the Institutional-Grade Fundraising Experience Your Investors Expect
How FundFormer Works
Subscription documents are digitized using conditional logic to guide investors through relevant questions.
Complete & Review Subscriptions
Investors complete relevant subscription questions and provide required AML/KYC documentation in a white-labeled portal. Repeat investors can use saved investor profiles to confirm their information in a few clicks. Third parties review and provide comments.
Track Pipeline & Sign
Track investors’ status in real time as they progress through the fundraising process. Counterparties sign completed forms via DocuSign. Easily export investor documents and data.
Examples of Documents Serviced:
Leading Firms Leverage FundFormer to Transform the Way They Fundraise
Principal & Director of Business Development, WhiteTower Capital Management