Solutions / FundFormer

Raise faster with FundFormer

Leading firms rely on FundFormer to simplify investor onboarding, reduce costs,
and mitigate risk.

Deliver the institutional-grade fundraising experience your investors expect

Firms using outdated fundraising methods lack real-time visibility into their pipeline and get bogged down by manual work, slowing their time to close and increasing the risk of error. FundFormer eliminates inefficiencies and empowers asset managers to simplify and expedite the fundraising process from opportunity to close.

Expedite your close

Reduce the administrative burden to close by processing subscription documents in days, not weeks.

Understand investor status

Get real-time visibility into investor progress from opportunity to close.

Simplify investor onboarding

Automate form completion to seamlessly onboard investors.

Mitigate risk

Reduce data errors and securely capture investor data required for regulatory compliance.

Leverage innovative technology to transform the way you fundraise

FundFormer streamlines the fundraising process for managers, investors, and third parties by providing a seamless digital subscription experience. We’re the fundraising platform that exceeds investor expectations.

Digital Documents

  • Convert manual subscription documents to SmartForms with conditional logic to save investors time.
  • Require submission of critical information to guarantee data completeness and reduce time spent on follow-ups.
  • Allow third parties to comment and provide feedback directly in the form, centralizing communications.
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Investor Profiles

  • Auto-populate forms using pre-existing profiles to create a seamless investor experience.
  • Ensure the consistency of investor information across all documents and funds.
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  • Sign documents from anywhere and any device via DocuSign integration.
  • Expedite the investor subscription experience with a guided signature process.
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Fundraising Dashboard

  • Leverage a consolidated view of your pipeline to understand progress toward your fundraising goal.
  • Alert fund administrators, legal counsel, and other third parties of required next steps.
  • Enable distributed fundraising teams to collaborate in real-time.
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Institutional-Grade Security & Compliance

  • Collect all required investor data to meet accreditation and AML/ KYC requirements.
  • Capture investor-specific tax information required for regulatory compliance.
  • Maintain data integrity across software systems by easily exporting fund documents and critical investor data.
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Request a demo to learn more.

See FundFormer in action

Book a demo to see how FundFormer can help you streamline fundraising.