End-to-end investor onboarding & reporting platform

Serving more than 25 countries including:

  • USA
  • Cayman islands
  • India
  • BVI
  • Singapore
  • Denmark
  • UAE
  • Canada
  • Bermuda
  • Bahamas
CommonSubDoc hero image

Investors
onboarded

30k+

Investors onboarded

Active
funds

1200+

Active funds

Transactions
processed

55k+

transactions processed

Subscriptions
processed

$40bn+

Subscriptions processed

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 portfolio, download statements, and docs.
  • Monitor, review, and download system email communications for internal/regulatory processes.

Investor relations
Customer 360 view

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 acquisition
Investor onboarding

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.

Easy processing of subscriptions
Capital calls & distributions

Capital calls & distributions

  • Effortlessly automate workflows with CSD. email/PDF templates, auto-capture key data for precise communication, 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.

Secured data room
Integrations with CRM & third-party tools

Integrations with CRM & third-party tools

  • Ability to rapidly create API integration with any platform.

CSD vs. other platforms