Build investor profiles once. Use them across every deal.
Stop re-entering the same LP information across every fund raise. Regatta auto-fills subscription docs, capital call notices, and compliance forms from investor profiles you build once.
Time Saved Per Fund Raise
Typical 50-LP subscription process
Without investor profiles
- —Re-enter LP data each time
- —Manually fill each document
- —Email files back and forth
With Regatta
- —Build profile once
- —Auto-fill all documents
- —Send to 50 LPs instantly
Time Savings
97%Investor profiles eliminate re-entering the same data across subscription agreements, W-9s, K-1s, and capital calls for every fund.
Encrypted storage with sync to Salesforce, fund admin platforms, and Google Sheets. Enterprise-grade security controls.
- To send docs to 50 LPs
- 5 min
- Time saved per fund
- 60 hrs
- Data entry errors
- Zero
e-Signature security standards
Why we built Regatta
"We built Regatta because teams shouldn't have to re-enter the same data into the same documents, deal after deal. That's not a workflow problem, it's a trust problem. When you trust your data, you move fast with confidence."
Scott Willman
Founder, Regatta
One platform for document-driven operations
Regatta unifies form creation, signature orchestration, and process automation so data flows securely from start to finish.
Collect LP data once, reuse across funds
Build investor profiles with entity structures, accreditation status, tax forms, and authorized signers. W-9s, W-8BENs, and entity documents—captured once, available forever.
Pre-fill subscription docs from investor profiles
Drag fields onto your subscription agreements, PPMs, and side letters. Regatta auto-fills from investor profiles—no copy-paste, no data entry errors.
Auto-route to compliance, then countersign
Define your signing sequence: LP signs, compliance reviews, GP countersigns. Automated reminders and approval workflows keep deals moving without inbox chaos.
Sync to your fund admin system automatically
Every signature and data point flows into Salesforce, Google Sheets, or your fund administration platform. No manual export, no reconciliation headaches.
Structured automation for every document stage
Plug Regatta into your tech stack and orchestrate approvals, signatures, and notifications across teams without writing code.
Capture
Collect accurate data with branded web forms and reusable templates.
Collaborate
Assign reviewers, gather supporting files, and coordinate signatures in one workspace.
Complete
Automate sign-off, archive finalized packets, and deliver confirmations instantly.
Connect
Push structured data to your CRM, billing platform, or data warehouse with secure integrations.
Built for the industries that run on documents
Explore tailored playbooks for your team with ready-made templates, compliance controls, and integrations. Request a tailored walkthrough →
Private Equity
→Build investor profiles once. Auto-fill subscription docs, capital calls, and compliance forms.
Recruiting & Staffing
→Auto-fill client contracts and candidate offers from profiles—stop re-entering the same data.
Agencies
→Streamline client onboarding, SOW approvals, and ongoing deliverable sign-offs.
Real Estate
→Digitize leasing, closing packets, and property compliance documentation.
Enterprise-grade security without the sprawl
Every action inside Regatta is encrypted, logged, and access-controlled. Keep sensitive data in one place and prove compliance instantly.
- Enterprise-grade encryption, access controls, and secure hosting infrastructure
- Granular permissions, SSO + SCIM provisioning, and delegated administration
- Tamper-evident signature packets and automated retention schedules
Make your process your advantage
We partner with operations, legal, and revenue teams to eliminate manual steps and get documents where they need to go faster.
Templates
Start with ready-made form and document templates for high-volume intake and signature workflows.
Integrations
Connect to CRMs, data rooms, billing, and analytics tools with secure APIs and managed webhooks.
Need something custom?
Our solutions engineers will blueprint your document flows, configure integrations, and train your teams.