Transact—intelligent investor onboarding for private markets
Benefits
Delight investors with a tailored onboarding experience. AngelList Transact replaces subscription paperwork with flexible digital workflows that save time and reduce friction.
CustomizableWorkflows crafted per fund, per investor
MultiplayerCollaborate with your admin and legal team
Revision toolsReview submissions and request retries
Enterprise-level security SOC2 certified and bank-grade encryption
Features
Custom onboarding workflows
Work with our team to design investor onboarding flows that filter out unnecessary fields and validate in real-time. Once investors finish their personalized onboarding flow, Transact will embed the investor’s responses into your subscription doc templates, and generate a DocuSign for signature.
Track investor activity
Track investor activity in real-time as they complete their onboarding flow. View submissions, request additional info, manage error checks, and view audit revision history – field by field, all from within the product.
Collaborate with fund admins and law firms
Set up dedicated dashboards with entity level permissions for your service providers to review submissions, conduct KYC/AML checks, and flag errors without leaving the platform. For deeper integrations, service providers can use our APIs to set up straight through processing and eliminate manual data entry.
Create investor profiles
Transact builds reusable profiles that investors can leverage to eliminate manual onboarding cycles from future investments. Investors can use our secure platform to manage information, such as licenses and contact data, across multiple investing entities.
Testimonial
Transact helped us convert prospects to investors and get started on the right foot with them. We’re able to make a good impression with our investors from day one, which then makes the rest of the relationship easier to manage.
Pricing
Tailored to your needs
One software solution across all your funds that provides you with
- Custom workflows for subscription docs
- Entity level permissions for service providers
- Review and revision approval workflows
- E-signatures via DocuSign integration
- Implementation and onboarding support
*For existing AngelList customers, please reach out to your account manager for more information.
FAQ
Everything you
need to know
Yes. AngelList Transact can take your law firm’s subscription booklet and create custom workflows based on those unique documents. We’ve digitized subscription booklets from over 40 law firms for our clients.
Yes, AngelList Transact has an open API and can support other methods of preferred data transfer.
Today AngelList Transact supports investor suitability questionnaires, on-shore and off-shore subscription booklets, SPV and Sidecar subscription documents, co-investment documents, addition forms, redemption forms, and transfer forms, and can support any other paperwork/form you’d like to have live in the platform.
Yes, through a bulk data import AngelList Transact can bring in your existing investor information and create profiles for them to opt into. This will help streamline all of their future transactions.
For any additional questions, please reach out to portal@angellist.com
Ready to experience AngelList Transact?
Get started with AngelList Transact and replace your subscription paperwork with efficient digital workflows–personalized for each investor.
