RAISE​ Connect

RAISE​ Connect New Feature What’s new? Navigating compliance and regulatory requirements can be complex, but RAISE Connect is making it easier than ever with the launch of our KYC & Due Diligence module. Designed to streamline identity verification, document management, and compliance workflows, this new feature ensures seamless, secure, and efficient due diligence for General Partners (GPs) and Limited Partners (LPs). Why is this important to you? ✅ Simplified KYC Process Easily review, upload, and submit KYC & Due Diligence documents in one…...

RAISE​ Connect New Feature What’s new? Confidentiality matters. With our new Non-Disclosure Agreement (NDA) Invitation feature, you can now seamlessly secure your communications when inviting users to collaborate on RAISE Connect. Why You’ll Love It: ✅ Built-in NDA Requirement Easily enable NDA enforcement before granting access. ✅ Customizable Invitation Process Choose whether an NDA is required per invite. ✅ Streamlined Compliance Ensure all parties acknowledge and agree to confidentiality terms before accessing sensitive information. ✅ Effortless Management NDA settings are applied at the GP…...

RAISE​ Connect New Feature Data Masking on RAISE Connect At RAISE Connect, we understand that sensitive financial data requires discretion, security, and control—without compromising usability. That’s why we’re excited to introduce Data Masking, a powerful privacy-first feature that lets you decide what data to reveal and when. What is Data Masking? Data Masking allows users in the Investor Portal to seamlessly switch between private and normal viewing modes with a simple toggle. When activated, sensitive financial data is hidden from view, ensuring that confidential…...