Private Equity Operations
Stop rebuilding LP data packets for every fund
Regatta lets you build investor profiles once and reuse them across subscription docs, capital calls, and compliance workflows. No more re-entering the same LP information for every deal.
Automation snapshot
60 hrs
Saved per fund close
5 min
Send to 50 LPs
Zero
Missed K-1 deadlines
Automated delivery tracking and reminders
Where teams get stuck
- Re-entering investor data for every fund slows closings and creates errors.
- Investor questionnaires arrive in inconsistent formats that require manual normalization.
- Signature packets sit in disparate tools, making audit-readiness and compliance tracking painful.
How Regatta keeps data flowing
- Conditional web forms that adapt to investor type and fund requirements.
- Automated routing for deal approvals, investment committee sign-offs, and compliance reviews.
- Tamper-evident e-signature packets with structured data synced to your fund administration stack.
Your end-to-end workflow, orchestrated
Regatta automates every handoff so the data captured in forms and signatures is the same data your systems rely on.
Intake & qualification
Launch LP portals and deal intake forms that capture structured data and supporting documents in minutes.
Review & approval
Route documents for internal review, collect approvals, and trigger automated alerts when sign-off is complete.
Execute & report
Route signature-ready subscription docs, archive final packets, and push data to CRM, data rooms, and reporting tools.
High-impact automations
LP onboarding and subscription documents
Drive LP onboarding from secure forms through final signatures, with every field mapped to your investor record.
Capital call workflows
Send capital call notices pre-filled with LP commitment amounts and wiring instructions from their investor profiles. Track responses and automate follow-ups.
Portfolio data refresh
Collect quarterly metrics from portfolio companies with guided workflows and automated reminders tied to due dates.
Side letter management
Track investor-specific terms and route custom agreements through the same signature workflow as your subscription docs.
Fundraising compliance
Enforce jurisdiction-specific disclosures and signature steps so every fund closes with confidence.
"Investor data should be captured once and flow everywhere it's needed—subscription docs, capital calls, compliance forms. That's the standard we built to."
Scott Willman
Founder, Regatta
Bring end-to-end automation to Private Equity
Work with Regatta's solutions team to map your document lifecycle, configure secure forms and signatures, and connect your systems.