Presenting the most powerful investor portal
CommonSubDocTM (CSD) is an enterprise technology solution, designed to simplify the onboarding lifecycle of alternative investment transactions for fund managers. CSD has presence in more than 25 countries, including the below:
- Cayman Islands
Fund Manager Solutions
CommonSubDocTM is a complete end-to-end investor onboarding and reporting solution designed for investor servicing and relations.
It makes marketing, management, and deal closure easier, faster, and highly secure.
- 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.
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.
- 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.
- 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
- Automate 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
Digital Subscription workflow
Investor & Manager Portal
Automated Calls / Distributions
Cost / Fees
Training & Support
Transition / Bulk Import of Data
Integration with Accounting Platform
(If Seamless SaaS is also Opted)
Domicile / Structure
Campaign & Branding
Compliance (AML & KYC)
Security (2FA / MFA)