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Empowering client with required skill sets
For the first time ever in the industry - uniquely bringing a wealth of experience in fund structures, asset classes, applications, and business functions to the Alternative Investment Industry.
Trained virtual assistants to support Investor Relation functions:
Assist with due diligence, questionnaires and data rooms management
Marketing material and collateral management including investor presentation, letters etc.
Liaison with internal business functions and third parties like outside counsels, compliance teams, etc.
Assistance with investor with KYC and AML processes
Investor relationship management including on-boarding, queries etc.
Investor documentation management including periodic statements etc.
Investor Email management
Investor Portal management
Operations & Accounting Outsourcing
Frequently asked questions
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