CONTACT
  • img
    soc1 & SOC2
    type II Audited
  • img
    sec
    registered
  • img
    100+
    employees

Maximize your impact investments

Seamless Impact (SI) is a solution for the Fund Managers that offer Impact Funds or Community Development Funds.

Seamless Impact is designed to help those looking to generate societal + environmental benefits while simultaneously delivering healthy financial returns. SI is a multi-currency, multi-asset platform designed to handle any CDFI and Impact investment style. It allows Managers to onboard investors in minutes, track their impact, and give back with ease.

Seamless impact features:

Simple onboarding process - Investors can invest in a matter of minutes.

Impact Learning & Reporting - Aggregate and analyze your outcome data, create dashboards and reports for individual investors or across your portfolio.

White-labeled Investor portal - Donors can donate and easily also keep a track of their donated fund's performance online.

Easy onboarding platform with e-signatures and automated AML/KYC check.

NAV on a daily basis - standard

Cloud-based fundraising - Enabling donors to suggest grants anytime anywhere.

24/7 Support with offices around the globe

Cost efficiency - As an active partner in the international effort to embrace impact investing, we will optimize your fixed costs to maximize your impact.

Impact transparency - Borrowers, partners and investors get transparent and accurate reporting, accountability for effective deployment and responsible policies.

Interest Re-investment - Donors can elect to have their distributions reinvested or distributed on periodic basis.

Tailored services to your needs - We are proud to support you in exploring your charitable motives, needs and expectations.

Services

With CommonSubDoc, we can make investor onboarding easy for you. Gone are the days of the confusing, repetitive and time-consuming process of subscribing to an investment.

We provide :-
  • E-signatures for Capital Activity
  • Automated AML/KYC
  • Secure Server
  • Data Management
We handle treasury services including payments of income, redemptions and expenses.
Our regulatory compliance consultants can help in guiding you through the risk-free alternative strategies for your business. We provide SEC and other (CRA, etc.) filings support.
Our system enables you to mitigate risk in your business transactions by ensuring the settlement of your transactions, accounting for every dollar, protecting issuers, investors and others involved in the capital raise. As a neutral third-party trustee, we will hold your funds securely and ensure compliance checks on all transactions.
Our proprietary software application the Seamless Impact enables us to take care of all your back-office tasks which includes portfolio accounting, valuations, note rollover and daily interest/distribution calculations.
For the US tax compliances, we are offering US tax-related assistance to Impact investment funds and CDFI. We prepare and file the relevant US tax returns viz. 1065, 1120, etc. and informational forms like 1042, 1099, 5472, etc. We also help in the distribution of K-1s to the investors through secure portals within the timeline. We take care of FATCA and other foreign asset-related compliances too.

See how we can get you online with your offering in no time.

COMMUNITY TEAM

Nilesh has an experience of more than 17 years in Fund Administration, Middle/Back Office Services and Technology. Nilesh is an MBA and has CA, CPA, CFA and FRM certifications.
Nilesh Sudrania
Founder
Manish Agrawal has an experience of more than 12 years in Fund Administration, Middle/Back Office Services and Technology. He is a CA.
Manish Agrawal
MD – Product
Development
Dinesh Kumar has 15+ years of experience in Fund Administration, Back Office Operations and Product Development. He is an MBA.
Dinesh Kumar
VP – Impact Investments
Fund Administration
Mike has 5 years of accounting and finance experience. He has his B.S. in Accounting from North Central College and is currently pursuing CFA.
Mike Schroeder
Associate
Akshima has a diverse experience of more than 4 years in the field of consulting and finance. She has cleared CFA level 3 and is currently working in fund accounting and back-office operations.
Akshima Khandelwal
Associate

COMMUNITY WORK

With our mission to take a moral stance on improving the world we live in, we believe that we are responsible to help improving local and global communities. As part of our endeavor to uplift the society, we organize events all year long.

Ready to start with SEAMLESS IMPACT?
Contact us

Services