End-to-End
Fund Suite

One platform for managing the fund lifecycle with integrated legal, admin, & compliance services.

Paperos Investors Page Example

Fundraising & Formation
Closing & Compliance
Reporting & Records
Deals & Diligence
Distributions & Dissolution

5K+

Funds & SPVsCreated / Managed

$2B+

Capital & AssetsUnder Management

50K+

ContractsAutomated / Mapped

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.

Fundraising & Formation Example UI

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.

Closing & Compliance Example UI

Reporting & Records

Simple Investor Portals with portfolio summaries, adaptable reports, & action reminders.

Reporting & Records Example UI

Investment Deals & Diligence

Streamlined investment ops with deal dashboards, AI-enabled diligence, document automation, esignatures, & closing coordination.

Deals & Diligence Example UI

Distributions & Dissolution

Synchronized end-of-life events including liquidation, distributions, & dissolutions.

Distributions & Dissolution Example UI

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PaperOS Fund Suite

Fund Formations

Formation Services (Any Structure)
Automated Formations
Counsel & Drafting
Standard Documents
LPA & PPM Drafting*
Banking Setup
Data Rooms & NDAs
LP Portal & Deal Rooms
Subscription Agreements
LP Compliance (KYC/AML)
Form D / Blue Sky Filings

Full-Service Formation Quote

Pricing varies by Fund Type

*via the PaperOS Partner Network

Fund Administration

Formation Support
Closing Coordination
Compliance Coordination
Capital Calls & Distributions
Reporting & Accounting
Taxes & Audits
Investments & Valuations
End-of-Life Services
Self-Administration Support

Pricing varies by Fund Type

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Fund Platform

Fund Workflow Automation
Standard / Custom Structures
Multi-Fund Portfolios
Integrated LP Portals
Reporting Automation
Investment Documents
Diligence Checklists
Custom Branding
Partner Network Add-ons
CRM & Banking Integrations

Additional Platform Features

Flexible Platform Plans

Still have questions?

We'd be happy to help. Feel free to schedule a call with us.