We know that everything you do as a fund manager needs to stand up to audit scrutiny - from investors, from vendors, and from regulators. Since we've been in the alternative investment management industry as it's grown so rapidly, we understand the unique web challenges of investment managers.

We create and maintain unique secure user name and password databases for your limited partners and prospective partners, and can build in audit trails to ensure each user has read your Form ADV or any other mandatory documentation you require. We can also collect and collate information on each user, to ensure you have a record of their accredited or qualified status.

This industry's regulations and best practices on handling compliance are ever-changing. As your own internal rules on documentation data change, we can make sure everyone in your database remains compliant, and can provide you with a report of who has acknowledged which disclaimers and changes, and when they acknowledged them.

This process is one we can completely manage for you, we can work with your own internal team to manage a portion of it, or we can set up a particular updating monthly process. Let us find the solution that works best for you and your firm.