Tyndall's End-to-End Compliance Platform Enables You To Focus On Growing Your Fund
Streamlined Investor Onboarding
Simplify the investor onboarding process by giving investors a convenient way to verify their identity, enter information and sign documents with the flexibility to start, stop and resume.
Automated Workflows
Our guided workflows ensure investors complete onboarding quickly and accurately so you can close your fund faster.
Document Generation
Smart forms are used to capture all investor input as structured data which is automatically saved to an investor profile. Investors can re-use data to rapidly complete new investments.
CCO Approvals
Streamline the approval process by tracking the progress of every investor. Identify and address issues promptly with custom notifications.
Investor Communications
Strengthen investor relations with real-time communication and updates.
Deal Rooms
Impress investors with branded deal rooms allowing you to present all key fund (or deal) information and documents in a secure, organized and visually compelling way.
Empower investors to review past fund performance and provide all the context to more forward with your next fund.
- Restrict fund-access to suitable investors
- Auto-fill information from Investor Onboarding to expedite the subscription process
- An investor's profile is updated for suitability, liquidity and documents post-investment
Investor Life Cycle Management
Track your investment advisor team's performance, review your pipeline and engage with leads to increase fund conversion.
Marketing integration
Drive enhanced investor engagement with tailored insights on deal lead origination
End-to-End
Deal Control
Investor Outreach
Bulk manage and communicate with potential and current investors
Deal Analytics
Track interested user counts, lead performance and quality, and investment per stage
Supercharge Your CRM By Blending Prospects & Investors in One Platform
An advisor-led CRM can be disconnected from client activity with your dealer representatives. Track client interactions from the prospect stage to the active investor.
