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.
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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 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 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.
Chris Harvey
Emerging Fund Lawyer
HARVEY ESQUIRE
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