Case Study: Kingsbridge Alternative Strategies Fund
The Process
1. During our first call, we helped Kerri, COO at KASF map the ideal investor journey and what fields, and documents were required for each signing workflow (individual, joint, entities, trusts, IRAs, etc.)
2. Then, we build DocuSign templates and integrated them with an investor questionnaire embedded into KASF's website. The questionnaire helps identify which signing flow applies to the LP.
3. Once sub-docs are signed, they get automatically stored into KASF's online cloud storage system. All the form data gets sent to a database where each investor and their data gets saved for future use.
Kerri Dunn, COO at Kingsbridge Alternative Strategies Fund
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