Transaction Workflows

Primary and Secondary

Deal Closing

Integrate directly with CRM, invite unlimited collaborators, and manage information sharing with sophisticated multilayer permissions

Centralize and connect KYC, compliance overview, document execution and fundsflow processes.

Support for primary issuance, secondary assignment and hybrid transactions.

Data and Ledger

Funds Flow

Input fees and draw amounts

Specify settlement preferences

Intuitively review funds flow information at both the facility and entity level

Securely store bank account information

Send wire notices

Transaction Workflows

Primary and Secondary

Coming Soon!


Custodian reporting

Secondary assignments

Take advantage of end-to-end operational infrastructure

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