Once investor commitments are in, Clara takes the helm — coordinating final KYC checks, collecting signatures, updating the data room, and ensuring every closing action is logged with a tamper-proof audit trail.
Three agents orchestrate the closing process end-to-end, eliminating manual coordination and ensuring nothing falls through the cracks.
Clara runs a final sweep of all pending KYC items, flags any outstanding documentation, and sends automated reminders to investors with incomplete profiles. Every check is timestamped and logged.
Clara — OperationsClara distributes final closing documents for e-signature — subscription agreements, side letters, and any GP-specific addenda. Signature status is tracked in real time with automated follow-ups for outstanding signatories.
Clara — OperationsAll signed documents, compliance certificates, and closing materials are automatically filed in the encrypted data room. Access permissions are updated to reflect post-closing visibility rules.
Clara — OperationsMila processes every signed commitment and updates the capitalisation table in real time. Waterfall calculations, fee allocations, and LP ownership percentages are recalculated automatically with each new entry.
Mila — Finance PrincipalGaio compiles a complete, immutable audit trail of the entire closing — every document version, signature timestamp, KYC verification, and cap table change. The trail is compliance-ready for regulators in any jurisdiction.
Gaio — General CounselAutomate your closing workflow and never miss a signature again.