E-Subscription / Onboarding | Digital Platform

CommonSubDoc

Investor services platform designed to manage relationships and simplify the onboarding and capital activity process.

Dashboard CSD

Our Platform

Complete fund administration solution packaged under one roof

Simplifying Onboarding Process

We simplify the onboarding process by facilitating electronic subscriptions for a paperless process

Digital Subscriptions

Investors update their information into the CSD investor portal which then populates this information into subscription or redemption requests and utilizes e-signature technology to execute. This same investor information can be used across multiple funds.

Fund Administration and Accounting

We offer the leading fund administration and accounting services for Fund Managers to administer their funds cost-effectively and comply with their investor expectations and accounting, reporting and regulatory obligations.

One Profile for All Investments

An investor needs to build their profile only once, and thereafter it can be used to prepare documents for multiple subscriptions and transactions across multiple funds. All transactions and documents are prepared and signed electronically.

Risk Assessment & Evaluation

CSD assesses and evaluates investor risk to a fund through integrated Business Risk and Enhanced Due Diligence questionnaire which gets auto-filled from the information filled in Investor profile.

White label branding

We enable a successful brand to offer a service without having to invest in creating the technology and infrastructure itself.

Secure Investor Reporting

CSD features cutting edge cybersecurity and encryption measures to ensure that documents and investor information are securely maintained.

Accredited Investor Services

CommonSubDoc offers support for Accredited verification of the Investors who show interest towards funds which are exempted under 506(c) regulation.

Features

CommonSubDoc unites investors and fund managers by simplifying the relationship management and onboarding process. Gone are the days of confusing, repetitive, and time-consuming paper based process of subscribing to a fund.

Onboarding
Onboarding

Quick and simplified onboarding with e-subscription capabilities.

Secure
Secure

Two factor authentication and cloud based secure online platform.

Branding
Branding

White labeled branding and customized portal.

Transfer Agent
Transfer Agent

Regulated transfer agent and familiar with investor needs.

SOC1/SOC2/SOC3 Audits
SOC1/SOC2/SOC3 Audits

Audits covers professional services, operations and technology

Market Your Fund
Market Your Fund

Build your own marketing material to promote your fund, email marketing

AML/KYC
AML/KYC

Automated KYC tools and risk based approach for AML verification

Regulatory Support

Supports various regulatory requirements including FATCA,CRS

Why CommonSubDoc?

Digital Subscription

Investors update their information into the CSD investor portal which then populates this information into subscription or redemption requests and utilizes e-signature technology to execute. This same investor information can be used across multiple funds.

Fast & Thorough AML

Investors upload identification and other documents directly to CommonSubDoc which has API connectivity with multiple databases to instantly process the KYC (know your customer) and AML (anti money laundering) checks.

Secure Server

CommonSubDoc features cutting edge cybersecurity and encryption measures to ensure that all data, documents and investor information is safe and secure.

CRM

Update current or prospective investors information, identify sales opportunities and manage marketing campaigns, all in one central location.

Market Your Funds

Build your own marketing material to promote your fund. CSD allows managers to add fund’s marketing materials, presentations, events, website, email marketing and social media which can be shared with current and prospective investors.

Simplifying Onboarding Process

We simplify the onboarding process by facilitating electronic subscriptions for a paperless process

CSD Hightlights

Comprehensive Dashboard covers Onboarding status, Investor profiles, AML/KYC, Capital activities and analytics.

Functions as CRM for fund

Electronic onboarding of investors in any fund structure.

E-signature integrated

Investors can use their pre-filled and approved profile for future transactions without having to re-enter.

Dataroom for investors

E-signature integrated subscription agreements

Secure system with 2FA

Integrated AML/KYC compliance, including Risk based DDQ, Accreditation verification, Database checks for restricted persons and entities (multiple, global databases)

Dashboard with visibility

Functions as CRM for fund managers

Electronic onboarding of investors

Data room for investors and the managers

Investors can use their pre-filled

Secure system with 2 factor authentication

Integrated AML/KYC compliance, including

Contact us

customer-support

Talk to a member of
our team

Prospective clients wanting to learn more or existing clients or users of our web portals can get the answers and support they need here

Contact
customer-support

Address

Sudrania Fund Services Corp.
633 Rogers St Suite 106
Downers Grove, IL 60515

+1 630-828-3520 info@commonsubdoc.com

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