List of SS&C Intralinks Fundraising and Investor Onboarding Customers
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Since 2010, our global team of researchers has been studying SS&C Intralinks Fundraising and Investor Onboarding customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C Intralinks Fundraising and Investor Onboarding for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C Intralinks Fundraising and Investor Onboarding for Investor Onboarding include: MA Asset Management United States, a United States based Banking and Financial Services organisation with 25 employees and revenues of $20.0 million, Crescera Capital, a Brazil based Banking and Financial Services organisation with 70 employees and revenues of $20.0 million, Valor Capital Group Brazil, a Brazil based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Intralinks Fundraising and Investor Onboarding, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Crescera Capital | Banking and Financial Services | 70 | $20M | Brazil | SS&C Technologies | SS&C Intralinks Fundraising and Investor Onboarding | Investor Onboarding | 2025 | n/a |
In 2025 Crescera Capital deployed SS&C Intralinks Fundraising and Investor Onboarding to centralize investor communications and support a USD 500M capital raise. This implementation establishes the relationship Crescera Capital SS&C Intralinks Fundraising and Investor Onboarding Investor Onboarding finance and investor relations by bringing fundraising lifecycle capabilities directly into finance and investor relations operations across Brazil and Latin America.
The deployment leveraged SS&C Intralinks FundCentre Fundraising capabilities to centralize deal documentation, enforce granular permissioning, manage investor Q and A workflows, and surface engagement tracking across the fundraising lifecycle. Configuration emphasized secure virtual data room controls, document indexing and version management, and role based access controls tailored to fund accounting and investor relations workflows. Automated review and approval routing standardized document intake and investor communications for the capital raise.
Operational coverage focused on finance and investor relations teams in Brazil and Latin America, centralizing LP engagement visibility for fundraising stakeholders. Governance adjustments included centralized document control, access auditing and defined workflow ownership within investor relations to support auditability and consistent LP outreach. The deployment improved document organization and visibility into LP engagement and supported the USD 500M capital raise.
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MA Asset Management United States | Banking and Financial Services | 25 | $20M | United States | SS&C Technologies | SS&C Intralinks Fundraising and Investor Onboarding | Investor Onboarding | 2025 | n/a |
In 2025 MA Asset Management implemented SS&C Intralinks Fundraising and Investor Onboarding to streamline distribution of fund marketing and due diligence materials for its US interval fund. The deployment addressed Investor Onboarding and fundraising workflows, targeting finance and investor relations operations in the United States and centralizing investor document access for the fund lifecycle.
The implementation leveraged SS&C Intralinks FundCentre Fundraising capabilities to centralize secure document distribution, build a due diligence materials repository, improve investor navigation and enable enhanced document tracking and access controls. Investor onboarding functionality is inferred from FundCentre’s role across the fund lifecycle, aligning fundraising collateral management with onboarding touchpoints and investor communications.
Operational scope focused on finance and investor relations in the United States, with governance centered on centralized fund marketing workflows and controlled investor access. The deployment reduced investor support queries and strengthened security and tracking for marketing and due diligence materials, while consolidating fundraising and Investor Onboarding processes within a single SS&C Intralinks environment.
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Valor Capital Group Brazil | Banking and Financial Services | 10 | $1M | Brazil | SS&C Technologies | SS&C Intralinks Fundraising and Investor Onboarding | Investor Onboarding | 2026 | n/a |
In 2026, Valor Capital Group Brazil deployed SS&C Intralinks Fundraising and Investor Onboarding within its Investor Onboarding environment to centralize LP communications and streamline investor access across US and LATAM. The engagement emphasizes the SS&C Intralinks FundCentre Fundraising offering as the primary platform for fundraising workflows and investor engagement, with investor onboarding capabilities referenced as part of the broader solution set.
Deployment centered on FundCentre Fundraising as a cloud-accessible fundraising and document orchestration portal, configured to deliver personalized landing pages and a centralized document repository for limited partners. Configuration work focused on templated onboarding sequences and configurable investor touchpoints to reduce onboarding friction, while enabling finance and investor relations teams to manage investor-level content and permissions through the platform.
Operational coverage spans Valor Capital Group finance and investor relations functions across the United States and Latin America, using SS&C Intralinks Fundraising and Investor Onboarding to unify LP document sharing and engagement. Governance was organized around role based access controls, staged onboarding workflows and audit-capable document distribution to support consistent investor handling across regions, with FundCentre Fundraising serving as the central control plane for investor communications within the Investor Onboarding category.
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