gp-assistant

Fund subscription management allows you to track subscription statuses, manage order tags, invite fund managers, and review compliance for multiple LPs. You can monitor large volumes of orders across multiple funds efficiently within the platform.

Virtual data room management lets you create and organize data rooms, manage participant access, and view analytics. This supports complex deal structures like mergers by controlling document permissions and tracking engagement.

Yes, order review includes AML/KYC compliance checks. The platform provides tools to review subscription statuses and compliance simultaneously, ensuring fund orders meet regulatory requirements before processing.

Yes, you need OAuth2 scopes and Anduin API permissions to function. These permissions are required to execute data room operations, document conversion, and user analytics securely through the platform.

User analytics are available within data room management. You can access analytics to monitor participant engagement, track document interactions, and generate reports on user activity across the virtual data room.

Document conversion is integrated into the workflow to streamline operations. It processes uploaded files into accessible formats, allowing fund managers and participants to review subscription documents and data room contents seamlessly.