Structure deals, scale operations, and deliver investor confidence — all from a platform designed with institutional-grade tools.
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Eliminate the tech stack chaos with a single system designed for speed, security, and scaling.
Segment by investor type, co-GP, referral source, or deal stage for tailored outreach.
Slice and dice your investor database by investment type, capacity and other custom filters—so you can send the right message to the right investor at the right time.
Send professional, segmented updates and opportunity announcements in bulk with built-in email marketing tools.
Send professional, segmented updates and opportunity announcements in bulk with built-in email marketing tools.
No more chasing K-1s, wrangling Excel formulas, or waiting on CPAs.
Distribute returns accurately and on time with automated, rules-based waterfall logic, designed to handle preferred returns, catch-up, or promote tiers.
Track the status of every investor’s tax documents and stay organized with 360 degree visibility into what's complete, pending, or require follow-up.
Upload K-1s in bulk, notify investors instantly, and allow them to securely access their documents directly from their dashboard.
The platform’s CRM system enhances investor engagement, Waterfall Calculations module simplifies complex distribution structures, eliminating manual calculations and errors, and the Email Module centralizes investor communications, enabling automated outreach and allowing us to focus on high-value interactions.
SponsorCloud has democratized investment management, providing sophisticated and accessible tools that were once limited to large firms, making it possible for us to scale our business.
With personalized onboarding, SponsorCloud ensures an effortless onboarding experience and enables you to use our platform easily and effectively.
Yes, SponsorCloud provides white-labeling and branding of your investor onboarding flow—ensuring a consistent and professional investor experience.
Yes, investors can access their investment details through a secure investor portal. They can track their investment performance, view reports, and communicate with sponsors easily. This transparency enhances investor satisfaction and engagement.
Investors receive automated updates on investment status, document requirements, and more through email notifications, directly from the platform.
If an investor fails to complete the onboarding process, SponsorCloud will send automated reminders to help guide them through the remaining steps. Sponsors can also intervene manually to provide support or extend assistance to ensure a smooth completion of the process.
Yes, SponsorCloud supports secure e-signatures for all necessary documents during the investor onboarding process. This ensures that contracts, agreements, and other documents are signed efficiently and securely, speeding up the entire onboarding process.
Experience our demo and learn how SponsorCloud will enhance every aspect of your business
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