Investment lifecycle
Automate the entire fund & investment lifecycle, from product launch and fundraising, to investor subscription, onboarding, and post investment events.
- Increase your security standards by operating in one single end-to-end software platform for extra security
- Provide a fully digital, intuitive and efficient investor experience
- Streamline operations, for faster workflows at a lower cost
A fully customizable and secure end-to-end investment lifecycle management platform for asset managers, allowing you to...
Customize platform permissions per individual or department without privacy concerns
Document and contract automations allow for more transparency, productivity, efficiency and investor satisfaction, whilst reducing costs and friction
View and track all investment activity from investors to your teams and tasks
Sign & store easily so investors and teams never have to leave the platform and all data and information can be reused
Meet regulatory requirements for all subscriptions with legal & compliance risk assessment by fund administrator or legal counsel
Communicate with your investors instantly through the client communications center, a build-in email marketing tool
No more laborious documents, incomplete investments and human errors with...
01
e-signatures
- Allow electronic signing of documents
- Provide witness to signatures
- Send reminders & prompts for any missing or delayed signatures
02
Smart forms
- Automate all your documents and contracts from subscription agreements and tax forms, to self-certification forms, letters of intent, optout letters, and everything in between
- Allow your investors to fill forms and contracts quickly
- Capture all investor data necessary for repeated investment
03
Mandatory documents
- Configure and collect all mandatory investor due diligence documents
- Communicate to investors what material is required from them
- Enable fund administrators to complete AML checks quickly & with ease
Frequently Asked Questions
Investment Lifecycle
Can different users have different permissions on the platform?
Yes, users on the platform can be assigned specific roles which will determine their access to the various platform features, the tasks they can perform and the oversight they have.
Can I allow access to external providers for AML checks and other risk assessments?
Yes, access to the platform can be shared with external providers. For example, fund administrators can be granted access to review subscription details and documents on the platform and assign a risk weighting. With permission from the user, they can also bulk-download all relevant materials to store off-platform.
Do you use external software or platforms for e-signatures?
No, Bite utilizes its own proprietary signage technology. This enables investors, users and any third-party advisors or providers to sign documents digitally on-platform, maintaining a single clean audit trail.
What if I don’t want to use Bite’s subscription documents?
We do not require our clients to use any standard subscription documents or forms, or to follow a specific format. Utilizing our configurable technology, we can digitize your entire subscription pack and incorporate it onto our platform whilst matching your specific requirements.
Can you control which vehicles/funds are available to a particular set of investors or individual investors?
Yes, we can curate based on investor persona, geographical borders, and/or general discretion from a marketing/sales perspective.
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