End-to-end investor onboarding & reporting platform
Serving more than 25 countries including:
- USA
- Cayman Islands
- India
- BVI
- Singapore
- Denmark
- UAE
- Canada
- Bermuda
- Bahamas
Investors
onboarded
30k+
Active
funds
1200+
Transactions
processed
55k+
Subscriptions
processed
$40bn+
Why CommonSubDoc
CommonSubDoc (CSD) is a leading technology platform transforming investor relations in investment management. It offers comprehensive tools for investor onboarding, capital activity monitoring, compliance reporting, and document security. Its standout 'Customer 360 View' provides in-depth investor due diligence, enhancing compliance and trust.
CSD is designed to simplify and enhance investor onboarding and strengthen fund manager-investor relations. It's a secure and integrated platform that saves time and resources, focusing on transparency and digital-first efficiency. CSD prioritizes investor satisfaction in a fast-paced, compliance-centric environment.
CSD surpasses traditional methods with its intuitive dashboards and digital workflows, improving compliance verification accuracy and efficiency. Key features include real-time investor data tracking, integrated marketing tools, insightful dashboards, white-label customization, and seamless CSD API integration, catering to the technological needs of sophisticated clients.
Who we serve
CSD is preferred by global investment management firms, especially in alternative investments. It's ideal for fund managers and investor relations teams seeking top-tier investor servicing and relations.
Our solutions
Investor relations
- View/export capital activity, compliance, and investor reports.
- Securely upload/send documents and manage access.
- Offer an online portal for investors to track their portfolios, download statements, and docs.
- Monitor, review, and download system email communications for internal/regulatory processes.
Customer 360 view
- Intuitive dashboards that ensure the accuracy and completeness of compliance checks.
- Investors KYC, AML, 506 (c) accreditation status, EDD, and risk rating are available for review.
- Track the real-time status of completed and pending profiles and activities.
Investor acquisition
- Manage potential investors' contacts, add notes, and send follow-up emails.
- Send unlimited email marketing campaigns with attachments to individuals or groups.
- Share investment profiles, including team biographies, marketing materials, and other information securely on the platform.
- Customize with your brand and content using the white label option.
Investor onboarding
- Invite investors to fill out a simple online subscription application that auto-fills your agreement for e-signature.
- Fund managers and investors can upload supporting documentation and e-sign directly on the platform.
- Track onboarding progress with real-time analytics.
- Integrate external apps with CSD API for seamless management.
Easy processing of subscriptions
- CSD's digital workflow simplifies capital activity by providing e-subscription with e-signature.
- Gain visibility of the investment life cycle by tracking investor onboarding status in real-time.
Capital calls & distributions
- Effortlessly automate workflows with CSD. email/PDF templates, auto-capture key data for precise communication, and streamline operations.
- Automated capital Call & distribution workflow.
- Email and PDF templates are available for notices that offer auto-capture for key data variables.
Secured data room
- Use it as a repository for fund/investor level documents.
- File Explorer view with folder customization available.
- Securely share essential fund documents with investors.
- Documents can be linked to an investor's account and emailed as attachments as well.
Integrations with CRM & third-party tools
- Ability to rapidly create API integration with any platform.
CSD vs. other platforms
Dashboard / CRM
Advanced
Missing
Digital subscription workflow
Complete
Basic
Investor & manager portal
Advanced
Basic
Automated calls / distributions
Standard
Missing
API Integration
Available
Missing
Cost / fees
Low
High
Training & support
Extensive
Basic
Transition / bulk import of data
Standard
Limited
Integration with the accounting platform
(If Seamless SaaS also Opts)
Complete
Missing
Reporting
Advanced
Basic
Tear Sheet
Standard
Missing
Domicile / structure
Any
Some
Asset class
Any
Some
Data room
Standard
Missing
Portfolio builder
Advanced
Basic
Universal profile
Yes
No
Campaign & Branding
Advanced
Missing
Marketplace
Available
Missing
Compliance (AML & KYC)
Complete
Missing
DDQ
Available
Missing
Security (2FA / MFA)
Advanced
Basic
Regulatory support
Complete
Missing
SOC audits
Complete
Basic
