Rethinking the IC workflow across the fund lifecycle
Discover how a unified, purpose-built workflow can transform every stage of the investment committee process - from structured meeting prep with checklists and centralized notes, to automated fund setup and onboarding that captures approvals, documents, and critical metadata in one place.
Watch the episode to explore ways to:
- Transform IC meeting prep with structured workflows, pre-meeting checklists, and centralized access to notes, memos, and supporting materials.
- Automate fund setup and onboarding, capturing approvals, documents, and key metadata to reduce manual effort and improve oversight.
- Enable seamless collaboration across teams – from investment to legal – with flexible workflows and visibility into fund status and responsibilities across teams.
- Centralize document management so every agreement, LPA, or diligence packet is securely stored, searchable, and audit-ready.