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Case Study: CERULEAN

"Investors Just Had To Click on Sign" 

 

Background

We were about to launch a new fund, and we just had received our set of subscription documents from our lawyer. We wanted to use DocuSign to send documents prefilled with the information we already had for each investor and use logic to help them easily navigate the documents.

The Results

Sofian helped us build the structure of the DocuSign format that allowed us to smoothly onboard all our investors by prefilling documents with their data. The only thing they had to do was click on ‘Sign.’ We will be able to reuse the same structure for future funds after making a few tweaks.

The Process

Sofian was responsive, diligent with his deadlines, and creative with solutions that saved time and gave us a great product. He was available for meetings, was efficient with his time, and was great with asking for clarification when needed. 100% we'll use him again.

Jared Klow, Partner at CERULEAN

We help investment and lending firms automate paperwork by implementing electronic signature solutions.

HELP

[email protected]

30 N Gould St, Sheridan, Wyoming, United States


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