From subscription to reporting, stay connected with your investors.
Subscriptions, reporting, annual tax statements: Nestor opens a space for each investor and shows you what is missing.
An investor's life
- SubscriptionThey upload their documents and fill in their questionnaire.
- SignatureThey sign their subscription form online.
- Capital calls
- Reporting
- Tax statement, every year
Regular mailings, investor by investor
01Scene 1, the subscription
A complete subscription file before the closing.
Each subscriber gets a space where they upload their documents, fill in a questionnaire whose questions adapt to their answers, then sign their own subscription form. For a closing, a campaign sends the request to everyone and shows who is ready.
Your compliance team still verifies identity and the source of funds.
The subscription in detail- ID and supporting documents, validated or sent back with a reason
- The investor questionnaire, filled in over several sittings if needed
- A subscription form for each investor, with simple electronic signature
- Interface and emails in six languages
02Scene 2, reporting
To each investor, their own documents.
Capital calls, quarterly reports, annual tax statements: a campaign places each investor's document in their private space. You see who opened it, and reminders stop as soon as receipt is confirmed.
Campaigns- A different document for each recipient, in the same campaign
- Who opened it, investor by investor
- A request for acknowledgment of receipt, if you need one
- Questions asked in the space, right next to the document
They use Nestor
It was a paper process, heavy and with no added value (...) Today, it is digital, secure, and tracked. (...) I can see whether the other person opened it, answered, or completed the information.
“It's simple: I'm the trusted third party. There will be a single conversation where I decide to put you, me, and your advisors, if you want.”
03Other situations
Around the funds, other exchanges to track.
- CampaignPrivate equityMonitor your portfolio companies every yearAnnual accounts, tax returns, an ESG questionnaire, and the certificate specific to each company.
- Secure spaceFund administratorsOpen the file of a new entityArticles of association, beneficial owners, mandates: one space per administered entity.
- PortalDistributionQualify your distributorsEach distributor uploads its file from a link. Once the submission is accepted, you have its agreement signed from its space.
- Secure spaceFund administratorsGet board resolutions signedBy directors in several countries, then filed in the entity's space.
- SignatureWealth managementGet subscriptions signed in bulkEach client signs their own file, and the dashboard shows who has signed.
04Regulatory framework
Knowing your investors remains your obligation. Nestor makes the follow-up easier.
Due diligence obligations under anti-money laundering and counter-terrorist financing rules require you to identify your investors and keep their information up to date. Nestor collects and tracks the documents. Due diligence measures and decisions remain those of your teams or your provider.
Nestor helps you meet certain requirements: traceability, access control, hosting in France. Compliance remains your organization's responsibility.
- Access
- Each investor only accesses their own space. What is uploaded there concerns them alone.
- Traceability
- Every upload, view, and validation is logged and can be exported.
- Languages
- Interface and emails in French, English, German, Spanish, Italian, and Portuguese.
- Hosting
- Fully sovereign European hosting, in France. Files encrypted at rest by the hosting provider.
05Frequently asked questions
Frequently asked questions
Does Nestor verify investors' identity?
No. Nestor collects, organizes and tracks the documents, and your teams check them. Identity verification under French anti-money laundering rules, the source of funds and the investor profile remain the work of your teams or your provider.
Can each investor receive a different document?
Yes. In a campaign, each recipient receives their own files in their private space: their report, their capital call, or their annual tax statement.
Can each subscriber sign a different subscription form?
Yes. Each recipient of a campaign signs their own document, with a simple electronic signature, using Yousign provided by Nestor or your own Yousign or DocuSign account.
Can our foreign investors use Nestor in their language?
Yes. The interface and the emails are available in French, English, German, Spanish, Italian, and Portuguese.
Does Nestor connect to our tools?
Nestor has a documented API, signed webhooks, and file connectors (SharePoint, OneDrive, Google Drive, S3, SFTP). There is no ready-made connector for fund management software.
Where is the data hosted?
In France, on fully sovereign European infrastructure, with no dependency on the US CLOUD Act. Exchanges are encrypted in transit, and files are encrypted at rest by the hosting provider.
A closing or a reporting campaign to prepare?
Tell us how many investors you follow and what you send them: we will show you the matching campaign.
- Fully sovereign European hosting
- No account to create for the people you work with