
FundFormer
by Ontra
FundFormer streamlines the fundraising process for managers, investors, and third parties by providing a seamless digital subscription experience. Subscription documents are digitized using conditional logic to guide investors through relevant questions.
Investors complete relevant subscription questions and provide required AML/KYC documentation in a white-labeled portal. Repeat investors can use saved investor profiles to confirm their information in a few clicks. Third parties review and provide comments.
Track investors’ status in real time as they progress through the fundraising process. Counterparties sign completed forms via DocuSign. Easily export investor documents and data.
Funding Information:
Ontra has raised a total of $240M in funding over 2 rounds. Their latest funding of $200M was raised in October 2021 from a Series B round from Battery Vetures, Blackstone Group, and Mike Paulus.
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