From Complex to Effortless Investor Subscriptions!
HARVEY ESQUIRE faced a slow and manual investor subscription process when relocating 350 investors from Delaware to the Cayman Islands. Discover how Solusign automated and streamlined this process with updated Docusign agreements, integrated data, and efficient document management. The outcome? A 10x speed increase and a seamless, error-free subscription experience.
95%
reduction in manual onboarding tasks
100%
error-free document
O min
Spent on manual paperwork
About HARVEY ESQUIRE
CERULEAN Private Equity, located in Canada, focuses on managing private equity funds. To streamline their investor onboarding, they turned to Solusign to automate document handling and distribution. The solution transformed their process into a seamless experience, allowing investors to sign with just one click.
Industry: Venture Capital Law Company Size: Medium Location: Los Angeles Use Case: Automating investor subscription processes to dramatically increase speed, minimize manual tasks, and ensure smooth and accurate documentation handling.
The Problem
HARVEY ESQUIRE faced a slow and cumbersome investor subscription process when relocating 350 investors from Delaware to the Cayman Islands.
The need for these investors to re-sign subscription documents they had already completed in Delaware made the process labor-intensive and prone to delays. Chris Harvey, the firm’s Emerging Fund Lawyer, sought a faster and more efficient solution to manage this complex task.
The Solution
Working closely with Chris, Solusign built the following:
Set up updated subscription agreements in Docusign
Connected investor data to the subscription agreements Integrated Chris’s database with
Docusign to send and track documents
Automated the download of completed documents in the database
The Results
HARVEY ESQUIRE’s investor subscription process was transformed into a streamlined, efficient system.
The automation of subscription agreements and document management allowed investors to sign with just a click, drastically reducing manual work. Chris and his team could easily monitor who had not yet signed and send reminders as needed. The process was completed 10x faster, with documents instantly updated and synchronized in their database, significantly enhancing efficiency and reducing errors.
“We completed the request at ten times the speed previously required.”
Chris Harvey Emerging Fund Lawyer HARVEY ESQUIRE
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