Watch our on-demand webinar, where you’ll learn how to:

Simplify and automate the onboarding experience for institutional investors

Reduce the administrative burden of completing subscription documents by using digital forms with sophisticated conditional logic

Create real-time visibility into your pipeline to understand where all parties stand in the fundraising process

Learn how to meet your fundraising goals in a competitive market, with FundFormer.

Speaker

Allen Pan

Director of Insight at Ontra

Allen is the Director of Insight at Ontra. Prior to joining Ontra, he co-founded FundFormer, a leading electronic subscription platform for alternative asset managers and investors, which was acquired by Ontra. Allen was inspired to develop FundFormer after practicing as a private funds attorney at Simpson Thacher & Bartlett LLP, where he raised and managed funds for many of the world’s largest and most complex GPs. Allen holds a J.D. from the University of Pennsylvania Carey Law School and a B.A. from Yale University.

Fundraising in a Downturn: Leveraging technology to reach your target on time