End-to-End
Fund Suite
One platform for the fund lifecycle with integrated legal, admin & compliance services.
Fundraising & Formation
Closing & Compliance
Reporting & Records
Deals & Diligence
Distributions & Dissolution
Fundraising & Formation
One-stop shop for fundraising & formation with support for any structure including LP/GP funds, Syndicates (Series LLCs), rolling subscriptions (LP series), and custom-drafted docs.
Closing & Compliance
Seamless LP onboarding including data rooms, PPM & subscription automation, investor intake forms, closing links, and capital calls. Integrated compliance services include KYC/AML, Investor Accreditation, Form D (Blue Sky), K1 Tax Filings, etc.
Reporting & Records
Simple Investor Portals with portfolio summaries, adaptable reports, & action reminders.
Investment Deals & Diligence
Streamlined investment ops with deal dashboards, AI-enabled diligence, document automation, esignatures, & closing coordination.
Distributions & Dissolution
Synchronized end-of-life events including liquidation, distributions, & dissolutions.
Get started with
PaperOS Funds
Pre-Funding Professionals
- Fundraising Portals
- Data Rooms
- Entity Formation*
- Operating Agreements
- Banking Setup via Mercury
- Team Onboarding
- NDA's Additional Professional Features
Fund Portfolios
- Closing
- Compliance*
- Reporting
- Investments
- Multi-Entity Discounts Additional Portfolio Features
Fund Services
- Full-Service Formations
- Full-Service Administration
- Filing Services
- Capital Calls & Wires
- End-of-Life Services
- Custom Reporting
- Template Automation
- Portfolio Valuations*
- Counsel & Drafting*
- Taxes & Financials*
Still have questions?
We'd be happy to help. Feel free to during business hours or schedule a call.
