Tyndall’s Custom Features
Author: Justin Dybka
Date: 30 April 2025
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Tyndall's platform offers significant customizability across Onboarding, Deal Rooms and CRM. By tailoring the platform to your firm's needs you can streamline operations and improve investor engagement.
Some key areas of customization include:
Investor Onboarding/KYC
• Our platform is tailored to each firm's specific onboarding processes.
• All of your onboarding documents can be digitized into Smart Forms enabling streamlined workflows and efficient data capture.
Branding
• Our platform is white label allowing you to add your firm's logo, colour scheme and other elements to ensure the platform feels like an extension of your business.
• Include branding on Investor Hub, Deal Rooms and back office dashboards.
Investor Hub
• Customize the investor experience by controlling how they interact with the platform and what information they see.
• Investors can be segmented and given access to different content based on investor type or preferences.
Dashboards
• Back office dashboards can be controlled to display the information and KPI's that matter most to your team
Investor Relations
• Automate investor communication for things such as reminders, updates and reporting.
• Build your own communication templates.
• Customize communication based on investor types
Deal Room Pages
• Control the information and content you would like to display for each investment opportunity
• For funds, you can empower investors to review past fund performance.
Subscription Documents
• Create custom document templates to standardize the documentation process across different investment opportunities.
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