Determine and implement bespoke criteria that controls which investors and advisors can access and invest in a specific asset.

Securely managed Data Rooms provide offering, marketing, and other materials for due diligence, allowing investors and advisors to make informed investment decisions. Data rooms can be configured to be public or private, requiring an NDA to gain access.

Automate capital calls, process payments, and track payments accurately and efficiently. The system automatically tracks capital activity and integrates with fund admins as needed.

Onboard and set roles and permissions for all advisors and their supporting teams. Use built-in role-based permissions to ensure data privacy and reduce risk.   

Client onboarding including KYC/AML, suitability and accreditation checks, transaction processing, and money movements.

Streamline onboarding workflows to capture all required information and ensure eligibility for investing in private securities. Store investor profiles for pre-population of subscription documents and use for all future investments. 

Get a real-time centralized view of prospective and current investors, their onboarding statuses, and platform activity.

Our software is designed to meet regulatory requirements, including investor eligibility, transaction review, and investor education via built-in controls.

Directly interact with your clients and the broader Templum One Network. Templum’s software allows you to customize your offering’s page to display unique details, key investment attributes, and marketing collateral to investors and advisors.

Choose the solutions you need to streamline workflows and drive operational efficiencies for your private markets and alternatives.