The pre-investment workflow gap is real. Everything I've seen in fund admin focuses on post-close: reporting, K-1s, cap table. The NDA-to-wire funnel is manual chaos for most GPs.
We're solving a similar document-chasing problem in a different vertical — professional services firms (accountants, lawyers, consultants) using Gatherly (gatherly.io). Same core pain: clients need to sign agreements and submit supporting documents, and without automation the firm spends hours on follow-up emails.
Our approach: one Secure Link to a branded portal where the client signs (eIDAS-qualified) and uploads everything in a single session. Automated reminders handle the chasing.
Curious about your subdocs flow — that's the most complex part of fund onboarding. Are you generating the subscription documents dynamically based on the accredited investor questionnaire, or is it templated per fund? That integration point seems like where most of the value is for GPs who currently do it over email + DocuSign + spreadsheets.
We're solving a similar document-chasing problem in a different vertical — professional services firms (accountants, lawyers, consultants) using Gatherly (gatherly.io). Same core pain: clients need to sign agreements and submit supporting documents, and without automation the firm spends hours on follow-up emails.
Our approach: one Secure Link to a branded portal where the client signs (eIDAS-qualified) and uploads everything in a single session. Automated reminders handle the chasing.
Curious about your subdocs flow — that's the most complex part of fund onboarding. Are you generating the subscription documents dynamically based on the accredited investor questionnaire, or is it templated per fund? That integration point seems like where most of the value is for GPs who currently do it over email + DocuSign + spreadsheets.