Diligence runs both directions.
Institutional LPs examine their managers as closely as managers examine deals. The questions arrive in writing: where does our data live, who inside your firm can see it, how do you prove this document was signed by this person. A portal is either ready for that or it is not.
Answers, not assurances.
Access is decided per person and per document, and every view, download and signature is recorded. That is a structural answer to the first question every institutional LP asks, rather than a policy one.
Inside your firm, access is granular. The person maintaining data rooms does not need to read internal notes or open identity documents, and every permission is enforced on the server rather than by hiding a button.
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Access on the recordEvery view, download and signature is recorded against a named person, with the time and the document.
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Granular internal accessSeparate permissions for the CRM, investments, data rooms, content, internal notes and exports, each enforced server-side.
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Provable signaturesEach signature carries a sealed record covering consent, timing, network address and document hashes, re-verifiable on demand.
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Evidence on requestProduce a certificate of completion or a full evidence bundle for any executed document without reconstructing it.
Questions you will be asked.
Where does our data live?
In storage dedicated to your fund, reachable only through your fund's own portal.
Who at the manager can see it?
Only administrators you granted the specific capability to, with actions attributed to them.
How do you prove execution?
A sealed signature record, re-verified at read time, plus an exportable evidence bundle.
Private equity questions.
Who can see our documents?
Only the people you grant access to. Access is set per person and per document, and every open is recorded against a named person.
Can we limit what our own staff can see?
Yes. Capabilities for the CRM, investments, data rooms, content, internal notes, exports, viewing as an investor and managing administrators are separate and enforced server-side.
Can we produce signature evidence for an audit?
Yes. Any executed document can produce a certificate of completion or a full evidence bundle, and the seal is recomputed at the moment you ask rather than trusted from a stored flag.
Read more onthis.
What actually goes in a fund subscription package
The documents, disclosures and data a fund collects at subscription, the order that keeps investors moving, and the three points where they usually stall.
Read moreIn-house e-signatures for fund documents: what changes
What actually changes when signatures happen inside your own portal rather than in a third-party tool, and what an audit trail has to contain to be worth anything.
Read moreInvestor identity checks without killing the close
KYC, sanctions screening and accreditation are non-negotiable. Where they sit in the flow is a choice, and it decides how many investors finish.
Read moreBuilt to be examined.
Permissions and provable signatures are the answers institutional LPs ask for.