Jared Klow, Partner at CERULEAN
"The only thing investors had to do was click on sign”
Case Study: CERULEAN PRIVATE EQUITY
"Investors Just Had To Click on Sign"
Cerulean, a Private Equity fund located in Canada, was preparing to launch a new fund and needed to send out 400 subscription documents to their investors for signing.
They wanted to use DocuSign to send prefilled documents to their investors, allowing for easy signing. The General Partner, Jared, approached Solusign for help.
Working with Jared's team, Solusign provided the following solutions:
- Set up subscription agreements as DocuSign templates
- Reorganized Cerulean's investor information
- Loaded DocuSign templates with investor information
- Bulk sent subscription agreements to all investors
All 400 investors received prefilled subscription agreements. 80% signed in less than 24 hours.
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