tyndall
Who We Serve
Clients
Serving investment partners across all asset classes, with solutions for funds and firms of every type.
Who We Serve
Real Estate
Mortgage Investment Corporations
Private Equity
Private Lending
Wealth Advisors
Venture Capital
Featured Stories
10 Advantages of Investor Onboarding Software
Many firms are deciding to switch from traditional time consuming, inefficient and error-prone methods to a more modern approach for onboarding investors. Investor onboarding software optimizes operations, ensuring compliance, improving security, reducing errors, and providing a better experience for both investors and firms. Here are ten advantages onboarding software offers over outdated traditional methods:
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Why You Need a Dedicated Investor CRM
Many firms turn to standard CRM software (such as Hubspot) only to find themselves bogged down by irrelevant tools and limited capital markets functionality. What firms need for long-term success is a CRM that’s specifically designed with investor relations workflows in mind. There are several reasons why your firm might need an investor CRM:
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Platform
Platform
Serving investment partners across all asset classes, with solutions for funds and firms of every type.
Overview
Overview
Investor Reporting
Investor CRM
Data Rooms
Investor Subscription Flow
Investor Portal
Insights
Distribution Payments
Related Stories
Tyndall Investor Profiles
What Are Tyndall Investor Profiles?
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Tyndall Smart Forms
Smart forms are advanced, interactive forms that adapt based on user input and automate the collection of data in an efficient manner. Unlike traditional static forms, smart forms use technology to guide users through the process, ensure they fill out only relevant fields, and validate the information entered. This results in a smoother user experience, increased accuracy, and reduced human error.
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Company
Company
Serving investment partners across all asset classes, with solutions for funds and firms of every type.
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About Us
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Tyndall’s Custom Features
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:
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10 Advantages of Investor Onboarding Software
Many firms are deciding to switch from traditional time consuming, inefficient and error-prone methods to a more modern approach for onboarding investors. Investor onboarding software optimizes operations, ensuring compliance, improving security, reducing errors, and providing a better experience for both investors and firms. Here are ten advantages onboarding software offers over outdated traditional methods:
Read More
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Curious to discover how Tyndall can help your company grow faster? Meet with one of our Onboarding Engineers to learn more.
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