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Description
Anduin is transforming the landscape of fund management by implementing digitized fund subscriptions, offering real-time status updates, and enhancing the efficiency of fund operations.
Our user-friendly investor onboarding process significantly elevates the investor experience and substantially lowers the rate of documents flagged as NIGO by introducing clarity and efficiency into the fund subscription process.
Here’s how it operates:
We convert your subscription agreements and tax forms into digital formats, allowing you to concentrate on distributing subscription packages and monitoring investor interactions with your documents.
1. Anduin digitizes the document provided by your legal counsel, developing an advanced intelligent smart form.
2. We automatically fill the form with investor information sourced from earlier fundraising efforts.
3. The fund manager sends invites to investors, prompting them to complete the smart form and endorse the limited partner agreement.
4. The subscription package is then countersigned, and documents or data can be efficiently exported for the fund administrator’s use.
For a demonstration, visit www.fundsub.io and see how we can elevate your fund management processes.
Description
FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Anduin Data Room
Docusign
Dropbox Sign
Integrations
Amazon Web Services (AWS)
Anduin Data Room
Docusign
Dropbox Sign
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Anduin Transactions
Founded
2014
Country
United States
Website
www.fundsub.io
Vendor Details
Company Name
FundFormer
Founded
2017
Country
United States
Website
www.fundformer.com
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics