Investment clubs
Create KYC journeys that are optimized for the user experience and adapted to your internal procedures.
Dematerialize subscriptions, including the most complex cases (dismemberment, co-subscription,...).
Use wallets to automate the management of various flows and offer a simplified experience to your investors
Perform the most complex and time-consuming operations in just a few clicks.
Equip yourself with powerful tools to animate your investment community and automate the stages of your fundraising: from the presentation of the deal to the exit.
Create personalized membership paths, accessible from your site or LinkedIn page, to generate new requests from investors.
Create custom pages to present your opportunities to your investors and maximize the engagement of your community through a Q&A section.
Communicate with your participations and monitor the performance generated by your investments, line by line, or in a consolidated manner.
Stop keeping records by hand. Industrialize your securities transactions (subscriptions, calls for funds, depreciation) and take advantage of compliant and automatically generated movement and title records.
Stop manual reconciliations and take advantage of 100% automated reconciliation between your subscription records and the bank accounts of your SPVs.
Send invitations and have the resolutions of your general meetings voted on via a digital, intuitive and completely secure investor portal.
Automatically generate all the documents relating to the subscriptions of your investors and distribute them in a few clicks (account entry, tax certificate, IFU,...)
Yes, Vasco allows you, for each operation carried out and for each subscription carried out, to manage the level of carried interest taken.
Sending emails to your community is done at two levels. On the one hand, transactional emails, which are automatically sent by the platform according to the actions of your users (registration confirmation, KYC validation, subscription confirmation, etc.). On the other hand, the “newsletter” emails that you want to send. These can be managed on your usual tools, which can be connected to Vasco.
For each current round, you have a detailed dashboard that shows you the progress of your subscribers in a funnel: from the discovery of the deal to the finalized subscription. You can connect this data to your usual tools to track information in your CRM or set up marketing automation.
No, there are no constraints on the management of minimum and maximum investments.
Industrialize your business processes, from the structuring of funds to their liquidation.
Market all your products, within a single and digitized portal.
Improve your user journeys to increase your collection potential tenfold.
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