Learn more about organizing, benchmarking, and managing your obligations across all your funds.
Take control of meeting your obligations
Asset managers are deeply invested in ensuring that the obligations outlined in complex fund documentation are reliably met. Agreeing to obligations is one thing; fulfilling them is another. With Insight, you can proactively organize, benchmark, and manage your obligations across all your funds.
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.
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.
Organize and actively manage obligations across all funds
Insight removes the complexity of compliance across obligations and provides the ability to align around quick and easy analysis of your obligations.
Turn fund documents into structured data to build a single source of truth to make informed decisions.
Drive accountability and compliance across the organization with systematic workflow management.
Understand obligations by benchmarking them against precedent to better deliver on promises.
How Insight works
Upload and digitize your fund documents with assistance from your Customer Success Manager.
Key term abstractions
Summarize each document, extract key terms, and tag and organize obligations in a user-friendly interface.
Assign tasks to colleagues and easily audit compliance with digital records of completed work.
Example documents serviced:
Learn more about Insight, a purpose-built fund obligation management solution.
Watch a quick demo video to see how our Insight platform can help you manage fund obligations.