Less can be more.

Digitally scale your firm with LockDocs.

As a fund or wealth manager, how much time and money are you spending to onboard clients in your investment funds?

Way too much.

Our streamlined platform for digitized investor onboarding, automated subscriptions, and investor data management enables a frictionless investing experience.

  • Focus your time on making money for your clients, not chasing paperwork
  • Investors get data portability, making investing in your other funds or co-investments seamless
  • Forms are much easier and faster to complete with smart form functionality
  • Client information is always up to date and in order
  • Digital audit trails for compliance
GET STARTED

Solution overview

LockDocs offers a pre-configured solution that is designed to get fund managers (and their service providers) set up in a matter of days so they can get on with raising capital.

What we offer

  • A preconfigured solution designed to get you up and running in days.
  • For firms with more bespoke requirements, we customize workflows and offer custom integrations
  • For institutional and individual investors

Who we serve

FUND MANAGERS

AND THEIR SERVICE PROVIDERS

LAW FIRMS
FUND ADMINISTRATORS
WEALTH MANAGERS

INVESTING IN ALTERNATIVE ASSET FUNDS

How it works

Click to watch our short
introductory video.

SIMPLE SET UP

Provide forms and agreements in your
own format - we'll do all the configuration

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Project management tools

Provide an instant snapshot

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smart form configuration

Facilitates faster, more accurate form
completion

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UPDATES & RESOURCES FROM LOCKDOCS

Check out our blog for conversations about the latest news in alternative
assets, resources for IR professionals and investors, LockDocs news, and more.

The Latest

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