Campaigns, distributors, the marketing route for each country, the offer and its closings, and the subscription documents, managed for each vehicle the manager raises.
What a prospect may receive is set by the campaign type and the route for their country, not by whoever sends the email.
The CRM: contact, pipeline and activity. It shows the campaign and distributor each record came through.
The KYC file and the classification. Its acceptance is what unlocks the offer in the portal.
Takes the signed subscription at the closing: admission, commitment, capital account.
Thirty minutes, live, on a sample fund. No slides.
Fundequate Sàrl is a company registered and domiciled in Luxembourg. We provide innovative solutions to simplify fund structuring, administration, and investor onboarding, ensuring compliance, transparency, and efficiency for fund managers and investors.
