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Private Equity
Audit-Ready Document & Signature Repository
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Scattered legal documents and signed agreements with no centralized, audit-ready repository for capital events.
Solution
Integrated document management with DocuSign for e-signatures, automatic storage in compliant repository, and Salesforce Shield audit trail.
Key Outcomes
- 14% reduction in business costs
- Audit-ready document repository
- Complete signature audit trail
- Streamlined capital event documentation
Tags
documentsprivate-equityauditsignaturescompliance
Implementation Timeline
8-12 weeks
Medium Complexity