Process orchestration for private equity
Define your LP process.Regatta finishes it.
Subscriptions, KYC, accreditation, countersignatures. Define what to collect, what to sign, and in what order. Regatta orchestrates the rest so your team knows what's done, what's pending, and what's next.
Outcome snapshot
Zero
Forms and portals to build
Data collection is conversational and guided
Zero
Reminder emails to write
Follow-ups and escalation are automatic
99%+
Process completion rate
Processes finish without manual intervention
Where processes break
- Your LP process works, but only because your team manually holds it together with email, spreadsheets, and follow-up calls.
- The same investor data gets re-requested across every fund. Nothing carries forward automatically.
- Nobody can say with certainty which subscriptions are done, which are stuck, and what's still needed to close.
How Regatta ensures completion
- Build your LP process once: what to collect, what to sign, and in what order. Run it with confidence every time.
- Each participant gets a guided path through their steps. No portal to navigate, no guessing what's next.
- Know exactly when every step is done. Completed documents are delivered automatically with a full audit trail.
Your process, orchestrated end to end
Every step is tracked, every handoff is automatic, and every outcome is driven to completion.
Define your process
Map out investor intake, KYC, accreditation, and subscription documents. Set the order, assign the roles, and define who signs what.
Regatta handles the rest
Reminders, pre-filling, document routing, countersignatures, and status tracking all happen automatically. Your team stops chasing.
Every process finishes
Know exactly when each subscription is complete. Signed documents are delivered automatically and every data point is stored in a durable system of record.
Every outcome has a finish line
LP onboarding and subscriptions
Subscription docs, accreditation, KYC, and countersignatures, sequenced correctly, pre-filled from what's already known, and tracked to completion across every party.
Capital call workflows
Send capital call notices and track completion per LP. Know who's done, who's pending, and follow up automatically until every response is in.
Compliance and periodic renewals
Annual certifications, document refreshes, and regulatory filings that need to happen on schedule. Define the process once and run it every cycle with a full audit trail.
Side letter management
Route investor-specific agreements through the same structured process. Each one finishes with signed documents and a clear completion record.
Multi-party document signing
When multiple roles need to sign in sequence, with reviews, approvals, and conditional routing between them, Regatta orchestrates the entire chain and delivers the finished package.
"The real problem isn't capturing data. It's knowing that every process actually finished. We built Regatta so you never have to wonder."
Scott Willman
Founder, Regatta
Make every private equity process finish cleanly
Work with Regatta's solutions team to map your processes, configure your outcomes, and ensure nothing falls through the cracks.