Private Capital Flywheel
Trace8 is an end-to-end solution that allows RIAs and multi-family offices to offer private capital opportunities to their clients. Diligence, allocate, obtain client approval, and complete subscription documents using our automated service.
Due Diligence Workflow
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Consistent decision making
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Automated documentation
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Centralized manager updates
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Painless SEC reporting
Computer-aided allocations
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Track client capacity and directives
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Match investment opportunities
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Streamline internal review
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Document decisions for SEC
Computer-aided allocations
-
Track client capacity and directives
-
Match investment opportunities
-
Streamline internal review
-
Document decisions for SEC
Transaction Workflow
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Capture pending transactions in client portfolios
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Reduce mistakes
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Transaction workflow, spanning client investment recommendations / approval, subscription documents, and manager approval
Mobile application for client approvals and signatures
Mobile application for client approvals and signatures
Task assignments and permissions
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Prevent mistakes
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Avoid forgotten tasks
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Improve team visibility
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Ensure consistent client experience
Docusign integration, automated construction of subscription documents, and client signatures
Email Alerts
Email-based task alerts for advisor team
Reporting Integration
Automated Cash Planning
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Centralize manager expectations
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Auto-generate cash projections
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10 day capital call calendar
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Instant visual reports for clients
