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Overview
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CSD platform offers a suite of features designed to transform fund management and investor relations. With a dedicated Deal Room and Tear Sheet, LPs are given access to essential information for informed decisions. The Digital Investor Onboarding simplifies the subscription lifecycle with e-Signatures, to make the process efficient. Customized Dashboards provide a holistic view of relevant data, enhancing decision-making. The solution is also used to automate Capital Call and Distribution…N/A
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Free Trial
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Free/Freemium Version
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Premium Consulting/Integration Services
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Entry-level Setup FeeNo setup fee
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Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
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ScreenShots

CommonSubDoc Screenshots

Screenshot of the investor's online subscription flowScreenshot of the investor's online subscription trackingScreenshot of the investor's performance dashboardScreenshot of the data roomScreenshot of the Fund Card and High Level TrackingScreenshot of Capital Calls