TrustRadius: an HG Insights company

What is CommonSubDoc?

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 workflows, or to securely share information with investors via Data Room.

Media

Screenshot of the investor's online subscription flow
Screenshot of the investor's online subscription tracking
Screenshot of the investor's performance dashboard
Screenshot of the data room
Screenshot of the Fund Card and High Level Tracking
Screenshot of Capital Calls
Screenshot of the AML Dashboard
Screenshot of the Compliance/Verification Dashboard
Screenshot of the Performance Dashboard
Screenshot of example emails viewed from the portal
Screenshot of emails from the portal
Screenshot of the Investor Verification Tools

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Screenshot of the investor's online subscription flow