Full service document collection
Say goodbye to logging in, sifting through portals and manual document management.
Our full-service Business Process Outsourcing (BPO) solution complements our SaaS platform, offering a complete hands-off experience for your teams.
Free up your time
Powerful features for early success
Our platform is very easy to setup and will get you results in days not months.
- Trouble-free data collection
- Managing multiple investor portal logins is a hassle. With our document collection service your team no longer needs to manage login credentials across all your various portals. We'll take care of it all. From finding and gathering the right documents to validating and extracting the right data, you'll get what you need without the headache of having to find the right account credentials. This means less friction, faster access to data, and an overall more pleasant experience for everyone involved.
- Centralize security and control
- Simplify credential security with our platform. We centralize the management of access keys, MFA credentials and permissions, ensuring that only authorized individuals can access sensitive information. Track and audit credential use in real-time, with the ability to revoke access instantly when needed. With everything securely managed in one place, you'll have full visibility and control, keeping your credentials safe and your team focused on their work.
- Increase productivity
- Boost your team's efficiency by outsourcing the entire document collection process. Our service ensures documents are organized, up-to-date, and readily available, without you lifting a finger. By handling the time-consuming tasks of document retrieval and updates, we help you move faster through due diligence and investor reporting cycles. This frees up internal resources, allowing your team to concentrate on strategic decision-making.
- Improve collaboration
- Our solution fosters seamless collaboration between your team and investors. We manage the communication and document flow, ensuring that stakeholders get the information they need when they need it. With built-in tools for tracking documents and real-time updates there’s no need for endless follow-ups or chasing down information. We handle the pain of coordinating so you can focus on making informed decisions.
