We embed with your team to build and operate systems that carry complex, regulated work from intake through completion.

Work with Decimal See it in action
What we build and operate.

  1. Investor onboarding

    Collect investor details for KYC, suitability and approval. Reuse them in your CRM and future subscriptions.

  2. Fund subscriptions

    Prepare subscription documents from investor details and offering terms. Track eligibility, signatures and outstanding approvals.

  3. Compliance review

    Bring evidence and open questions together for compliance review. Help your team resolve discrepancies and document decisions.

  4. Entity records

    Keep director, officer and ownership details current alongside governing documents. Retain the history and evidence behind each change.

  5. Securities registers

    Record issuances, transfers and cancellations. Keep ownership balances current, with a clear history of each transaction.

  6. Meetings and governance

    Coordinate shareholder notices, meeting materials, voting and resolutions. Keep results and supporting documents with the company’s records.

Selected work

Illustrative workspace: Investor dashboard showing application trends, approval metrics and upcoming KYC renewals.

Swipe across to view the full workspace.

Who we work with

  • Portfolio managers
  • Investment fund managers
  • Exempt market dealers
  • Trust companies
  • Public companies
  • Private companies
  • Law firms
  • Corporate service providers
More about Decimal

See how Decimal can work inside your firm.

We embed with your team to understand how work moves today, where the friction is, and where software can take on more of the process. From there, we build and operate systems around the way your firm actually works.

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