Onboard investors in days, not weeks
Subscription documents and KYC checks are tracked from first contact to countersign, so no investor waits on someone remembering to follow up.
Automate the fund ops and compliance work behind every SPV, from investor onboarding and KYC and AML checks to document chasing, fund accounting and LP reporting. Faster closes, reduced legal risk, and an ops team that scales without hiring.
Too much of what your fund knows lives in people’s heads. When they are not there, nothing moves. Regent remembers everything and acts on it.
Regent deploys inside your environment and connects to your fund admin, inbox, e-signature and data room. Nothing is migrated and nothing is ripped out.
Rollout is incremental. We start with the workflows that consume the most hours, validate each one against your own data in a test environment, and only then go live.
ConnectionsJuniper Square
Investor records and commitments
Carta
Cap tables and valuations
Gmail
LP and deal correspondence
Outlook
Microsoft 365 mail and calendar
DocuSign
Subscription docs and side letters
Investors
Sync investor records, commitments and capital activity so fund data stays current without re-keying.
Sync investor records, commitments and capital activity so fund data stays current without re-keying.
The operational work that sits between your investors and your systems: onboarding, chasing, calling, reporting and compliance. Regent carries it from the moment it is due to the moment it is done.
Subscription documents and KYC checks are tracked from first contact to countersign, so no investor waits on someone remembering to follow up.
Reminders go out on schedule, replies are read, and attachments are filed against the right investor. Your team sees one list of what is still open.
Notices are drafted per investor with amounts reconciled to the ledger before anyone sees them. Incoming wires are matched as they land.
Quarterly reports and capital account statements are assembled from the systems of record, ready for review days before they are due.
KYC refreshes and regulatory filings sit on one calendar, with the work prepared ahead of each date. Deadlines stop arriving as surprises.
Ask in plain language and get an answer drawn from every connected system, with the figures and the source shown alongside.
Where advanced security meets seamless scalability, designed to protect your data and empower your growth.
Deployed inside your own environment with robust encryption and secure data handling, so investor records and fund documents never leave your perimeter.
Designed for growth. Regent absorbs rising volume across entities, vehicles, and jurisdictions without another round of hiring.
Common questions about working with Regent. Contact us at hello@regent.com if your question isn't answered here.
Regent is the memory and the operating layer for your fund. It reads the documents, email, and systems your team already works in, keeps what matters, and then acts on it: drafting, updating records, and moving workflows forward so delivery stops depending on who happens to be at their desk.