Private Funds

Greenboard 💚 Private Funds

Overview

All-in-One Compliance OS

Retire point solutions and run archiving, marketing, trading, and employee oversight on one AI-powered platform built for advisors. ​

AI-Assisted Onboarding

Eliminate implementation lift and dramatically compress implementation timelines with our AI onboarding tooling.

Comprehensive Archiving

Every communication, action, comment, and approval is captured in a WORM-compliant archive you can export easily.

Investor Grade Oversight

Demonstrate institutional controls with unified audit trails that satisfy LP side-letters and ODD questionnaires.

Seamless Broker Feeds

Connect brokerage accounts instantly via CFPB 1033 APIs and eliminate manual statement uploads.

Future-proof architecture

Continuous platform updates keep you ahead of new SEC rules—no disruptive migrations ever again.

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