Business process review
You meet with the Mako team to review your fund’s existing systems and processes. We’ll design a solution that meets your exact needs, including working with your fund’s custodian, forms, and pulling data from existing systems.
We create, test and deploy your customized workflows
We build custom workflows to digitize and automate investor management document workflows, like EMD forms, KYC processes and sub-agreements.
Investors get a world-class experience
You're all set! With Mako configured to your exact needs, your investors get an unbeatable digital onboarding experience, with real-time reporting built-in.