Document Management: Store, Organize, and Deliver Fund Materials in One Place
Document management in investment management firms is more operationally complex than it looks from the outside. Quarterly reports go to specific investor segments with specific permissions. Capital call notices need confirmed delivery records. Compliance documentation needs to be stored against specific investor records and tracked for expiration. Managing all of this across shared drives, email attachments, and separate repositories creates fragmentation that costs IR teams time and adds compliance risk. SatuitCRM keeps it all in one system.
At a Glance
- 1 GB, 4 GB, or 10 GB of document storage per user, depending on Essentials, Premium, or Enterprise tier
- Document-level permissions enforced automatically, including side letter provisions
- Full version history retained for every updated document
- Compliance expiration alerts surface at both 90 and 30 days out
- Every document delivery through SatuitSIP tracked automatically for compliance
HOW DOCUMENTS ARE ORGANIZED
Version control built in
Pulled from activity logs, SatuitSIP portal usage, and email marketing data to support retention monitoring and surface disengaging relationships before they become redemption conversations.
Fast search across the library
Find documents by name, type, associated record, or date without browsing folder hierarchies, a meaningful time saver for firms with large document volumes and long relationship histories.
Compliance expiration tracking
Expiration alerts surface compliance documents approaching renewal in the IR team's dashboard and in overdue alert reports for operations and compliance leadership, at both 90-day and 30-day windows.
Delivery through SatuitSIP
Quarterly reports, capital call and distribution notices, K-1 and tax documents, and subscription materials are delivered through the portal with individual-level access tracking and delivery confirmation.
Fund-level and investor-level storage
Fund materials like subscription agreements and quarterly reports attach to fund records, while KYC records, executed subscription documents, signed side letters, GDPR consent records, and investor-specific correspondence store against the individual investor record.
Role-based access at the document level
Access controls enforce business unit and permission barriers at the document level as well as the record level, so restricted materials stay restricted regardless of who has record access.
Why It Matters
- One login and one view means no time lost switching between the CRM and a separate document repository
- Delivery tracking through the portal creates the record compliance and fund administration need without manual logging
- The audit trail supports SEC examination response without reconstructing history from email archives or shared drives
Who It's For
Firms tired of exporting to spreadsheets to get a usable report, and teams that need pipeline, compliance, or engagement visibility without waiting on IT or a developer.
Frequently Asked Questions
How much document storage does SatuitCRM include?
Storage scales by tier: 1 GB per user on Essentials, 4 GB per user on Premium, and 10 GB per user on Enterprise.
Can I control which investors see which documents?
Yes. Document-level permissions are enforced automatically based on the investor’s CRM record, including any side letter provisions that affect access.
How does SatuitCRM support compliance audits around document delivery?
Every document delivered through SatuitSIP is logged automatically, creating a record of what was sent, to whom, and when, in a format that supports SEC examination response without manual reconstruction.
Learn More
Schedule a demo to see document management in SatuitCRM, or read the full breakdown of how it works.