Investment process Workflow & Documentation

Investment process workflow & documentation

Workflow

Investment process

Introducing our revolutionary tool that streamlines your entire investment workflow from initial screening to final approval. With our solution, you can:

Automate the entire investment approval process

through configurable workflows, ensuring seamless progression through various stages of Investment Committee (IC) approvals.

Centralize all critical investment documents

such as IC papers, minutes, due diligence reports, legal/tax opinions, shareholder agreements, and share purchase agreements. Everything is stored and linked to each IC stage, ensuring easy retrieval and reducing dependency on team members or their mailboxes.

Enhance compliance and audit readiness

with a complete IC approval process and related documentation trail, making regulatory reviews a breeze.

Investment process Workflow & Documentation