Competition for investor capital has become more fiercer than ever before. But while bringing on a new set of investors is exciting for your business, there are critical steps to “onboarding” new investors to ensure all parties are getting the most of the new partnership. Streamlining your investor onboarding experience and adding transparency to your fund raising process is of utmost importance as it helps cement relationships with the investor. Ideally, you selected your new investors strategically and did your own due diligence through the fundraising process. But capital raising with a new investor has the potential to actually kill your venture, if there is a major disconnect between you and your investor. Even if you’ve chosen the right investor prudently, it is vital and imperative for your investor relations to establish a sound communication strategy, build a data distribution system, and set expectations and goals.
And a sophisticated secure virtual data room platform like DocullyVDR helps you enhance your private equity fundraising and hedge fund marketing techniques, and make your capital raising fast, transparent and intelligent, and onboard investors quickly so you can start putting capital to work.
DocullyVDR helps you reach new heights in hedge fund marketing, private equity fundraising and investor onboarding as it:
- Offers you best-in-class technology
- Bank-grade security
- Intuitive user-interface
- 24/7/365 end-user support
- Securely shares due diligence information and documents in a highly secure data storage and file sharing platform
- Maintains transparency and improve communication with prospects and investors
- Protects confidential information, maintain transparency and respond to information requests promptly.
- Reduces risks around data collection and transaction management
- Secure access from anywhere, at any time and on any device
- Let’s you target your best prospects and track investor interest with user activity reports
- Automate and streamline the end-to-end processing of subscription documents and investor onboarding activities
- Integrate your fund raising process which lets you quickly and easily import videos including management presentations, operational due diligence reviews and video-conference tours. This helps improve investor experience and reduces the cycle-time of receiving funds
- Allows ease of secured accessibility and flexibility for investors
- Automatic audit-trail. You can track document status at any time, see how far the investor has progressed and whether any action or items are pending
- AI powered document analysis
- Helps collect investor documentation as per legal compliances
The best virtual data room services DocullyVDR thus facilitates and streamlines investor onboarding process across IR, operations, finance, compliance and 3rd party administrators thorough customized services.
The DocullyVDR team is a provider of a new generation secure data sharing platform designed for businesses. The team has extensive experience in working with document sharing platforms and has been assisting the Virtual Data Room community since 2019 by providing users with free information.