Innovative platform for PE, VC, and RE firms and brokers
Pros
- Superior UI/UX. Our LPs and staff love it. Very intuitive.
- Well thought out and integrated features and designs. Truly a one-stop solution.
- Great customer service. Very responsive.
- Fast deployment of new features and enhancement.
Cons
- Compared to other LP portals, it is not cheap.
- As it's a new firm, time is needed to prove its performance consistency.
- Rapid release of new features and enhancement requires more training.
Most Important Features
- Streamlined investor onboarding journey and sub doc e-signing
- Integrated CRM, dataroom, payment and capital call flow, email marketing, bulk document upload/download
- Engagement data analytics
Return on Investment
- Saved at least $50,000+ a year by replacing other disjointed tools
- Dramatically improved our team productivity with a lot less human errors
- With increased efficiency, our team is expected to take on a lot more investors
Alternatives Considered
Carta (formerly eShares), HubSpot CRM, Salesforce.com and Intralinks
Other Software Used
Carta (formerly eShares), HubSpot CRM, Salesforce.com, Intralinks