Entity Management for Investment & Capital Market Firms

If you move capital, you’re used to the fast-paced, high-stakes, high-octane, all-consuming adrenaline trip that is closing deals. There may just be one tiny drag holding you back: entity management. (Famously dull, decidedly unglamorous.)

“But it’s boring!” you say. “Who has the time? Who cares?” Well, a lot of people, like your lenders, customers, and partners. Also, your deals could depend on it.

Whether you work at a family office, private equity, venture capital, or asset management firm, you almost certainly have financial partners who really care that your entities are compliant. You likely also have loan and contract covenants that require your legal entity or SPV to be in good standing.

Does your current entity management process leave you certain?

Pretty sure” isn’t good enough. Why take risks when it comes to the details of compliance?

Yes, it’s boring. Entity management software should be designed to keep it that way. No surprises, no drama.

Why Do Investment Firms Need Entity Management Software?

Focus on Clients & Deal Flow, Not Entities

You have enough on your plate. Entity management is critically important, but the tedious day-to-day work of remaining compliant shouldn’t be on your to-do list.

Filejet’s automated system takes the guesswork out of maintaining compliance. Filings, payments and more can be handled automatically so you never have to worry about missing a deadline or falling out of good standing.

Reassure Your Financial Partners

Moving money requires buy-in from financial partners. Keeping those partners happy – and proving your competency – means staying in in good standing. Prove to them that you are.

With Filejet, documents – kept secure in the cloud – are easy to access by any user invited to collaborate, which solves the visibility problem.

Know It’s Handled

To close deals, you must have complete confidence that your entities are in compliance. Unfortunately, transparency is rare for legacy providers.

Fortunately, Filejet exists. The platform is completely transparent, so you can be 100% confident that your firm or office is compliant 100% of the time.

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See the Filejet Difference for Yourself

Filejet is the trusted entity management provider for numerous investment and capital firms. These include real estate private equity, foundational capital providers for large and middle markets and other capital partners.

Read our case study to learn how Filejet saved Knox Capital founder and partner Alex Gregor from “maintenance hell.”

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