Platform Features
Trace8 is a technology platform designed for RIAs and MFOs that eliminates the key pain points associated with private capital investing.
Due Diligence Workflow
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Document all decisions
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Enforce consistent process
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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
Client Mobile App
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Elegant mobile experience
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Automated approval logging
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Auto-generated one pager
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Fully branded for you firm
Subscription Doc Automation
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Automate subdocs for every client
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Minimize costs and errors
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Send, track, and log via Docusign
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Mobile app streamlines client experience
Task Alerting and Permissions
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Lock down sensitive actions
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Avoid forgotten tasks and mistakes
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Improve cross-team visibility
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Ensure consistent client experience
Reporting Integration
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Easy integration with reporting system
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Data becomes forward looking
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Calculate client capacities instantly
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Streamline capital calls
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
Compliance Reporting
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Enforce consistent processes
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Auto-document all decisions
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Generate SEC reports with just a click
Integrations
