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With personalized onboarding, SponsorCloud ensures an effortless onboarding experience and enables you to use our platform easily and effectively.
SponsorCloud offers tools to tap into retirement accounts, HNWIs, institutional investors, automates repetitive fundraising tasks, streamlines investor outreach, and enables instant document sharing and e-signatures—so you can close commitments in days, not weeks.
Investors can complete KYC, accreditation verification, subscription agreements, and funding—all digitally—reducing onboarding time from weeks to just a few days.
Absolutely. SponsorCloud tracks document engagement, giving you real-time insights into investor activity so you can prioritize your follow-ups smartly.
SponsorCloud provides white-glove onboarding, dedicated account managers, and 365 days available support to ensure your platform runs smoothly—before, during, and after launch.
SponsorCloud provides automated email notifications, reminders, waterfall calculation and distribution, automated KYC/AML checks and ACH setup, and automated K-1 distributions.
