Document Management Systems for Operations and Finance
Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
Other Operations and Finance
Features include secure document storage, automated workflows, mobile access, electronic signatures, and integration with major CRM and ERP systems.
Features include secure file sharing, automated workflows, file version history, e-signatures, customizable user permissions, and compliance support for various regulations.
This product focuses on document management and workflow automation, offering pre-built integrations with existing systems, secure collaboration features, and customizable templates.
iManage Work offers document and email management, with AI-driven insights, secure sharing, and advanced client collaboration tools. The platform ensures compliance and security while increases productivity.
SharePoint Online enables collaboration, document sharing, version control, and integration with Microsoft Office applications for streamlined document management across teams.
Evernote Business offers document capture, organization, collaboration tools, and integration with several business applications to keep teams aligned and informed.
Electronic and secure storage of capital call notices, LP reports, agreements, and fund documents. Centralized repository with permission-based access for GPs, LPs, and auditors. Integration with Carta’s equity and fund platforms.
Secure cloud-based document management solution tailored for VC and PE operations. Enables collection, signature, organization, and distribution of fund documents, partnership agreements, K-1s, capital calls, and investor reporting.
Enables secure file sharing and collaboration for fundraising, due diligence, operations, and investor reporting. Granular permissions, dynamic watermarks, detailed audit trails, and easy document organization.
Cloud storage, file synchronization, secure sharing, team collaboration tools, granular permissions, version history, document recovery, electronic signatures via HelloSign, and advanced admin controls.
AI-powered contract analytics, contract generation, automated approval workflows, obligation management, risk scoring, third-party paper analysis, compliance tracking, and integration with other enterprise systems.
Electronic signatures, document generation, workflow automation, contract analytics, integration with CRM systems, compliance management, secure document storage, audit trails, and mobile accessibility specifically designed for financial institutions including venture capital firms.
Document templates, electronic signatures, document tracking, workflow automation, CRM integration, mobile accessibility, analytics dashboard, and audit trails for financial documents.
Secure virtual data room for M&A due diligence with AI-powered document categorization, integrated redaction tools, Q&A management, real-time analytics, and permissions management. Enables efficient document sharing and collaboration during deals.
Metadata-driven document management system that organizes banking documents by what they are, not where they're stored. Features include automated workflows, version control, compliance tools, audit trails, and integration with banking systems through APIs.
Cloud content management platform with bank-grade security features, workflow automation, e-signature integration, retention policies, and collaboration tools. Enables secure document sharing with clients and integration with core banking systems while maintaining compliance with banking regulations.
Comprehensive document management system designed specifically for banking operations that provides secure document capture, storage, retrieval, and lifecycle management. Features include regulatory compliance tools, audit trails, version control, workflow automation, and integration with core banking systems.
