How Docusign IAM Helps KPC Private Funds Simplify Complex Investment Agreements

As the investment landscape shifts, independent wealth advisors are increasingly looking to move beyond traditional 60/40 portfolios. That’s where KPC Private Funds comes in, providing access to alternative investments without the typical administrative headaches.

Despite the firm’s success in simplifying the investment process, there was one area that remained painfully complex: agreement processes that were bogged down by numerous lengthy PDFs and inefficient signing logistics.

Every investor had to complete the same dense paperwork, regardless of their unique circumstances. “Some sections could be skipped, while others were required, but it wasn’t always obvious which ones applied based on the account or entity type,” said Dean Rubino, managing partner of Kelly Park Capital.

Analysts at the firm then had to manually complete agreement packages. But the copy-and-paste approach was not only labor-intensive—it also increased the risk of errors.

With Docusign IAM for CX, KPC Private Funds gained the tools to easily create adaptable, automated workflows that simplify data capture, speed agreement generation and minimise friction—from intake to signature.

“By automating our agreement processes with Docusign IAM, we've saved about 70% in terms of our time commitment and resource drain—and we're just getting started,” said Rubino.

Creating a streamlined, error-free intake experience

KPC Private Funds had two objectives when implementing Docusign IAM for CX: The first was to eliminate bottlenecks that hindered its ability to scale. The second was to minimise “fat finger mistakes” that can have major consequences in such a highly regulated industry.

The IAM platform tackled both while enabling a seamless experience for advisors, investors and the KPC team. It all starts with an embedded link to a Docusign Web Form on the firm’s website.

“We got to a stage where we had somewhere between 30 and 50 different templates, and each one of these templates could have as many as 10 signers and reviewers involved,” said Rubino. “Now, we’re able to collect investor information via a simple Docusign Web Form and map it to the right template.”

By swapping static PDFs for dynamic Web Forms, KPC Private Funds has drastically simplified the intake process for investors, removing the hassle of navigating lengthy paperwork. 

Since Web Forms use conditional logic, investors only see the fields relevant to them based on their specific situation. This guided approach minimises errors and ensures that all required information is captured accurately from the start. “It’s had a tremendous impact on our efficiency,” said Rubino.

Powering dynamic end-to-end workflows

Beyond Docusign Web Forms, KPC Private Funds uses other IAM tools to create, orchestrate and manage the end-to-end agreement process. Once investor information is captured through the interactive form, Docusign Maestro populates it into one of four templates, depending on the type of counterparty.

The next steps include ID verification, e-signature and multi-party review coordination—all automated through a Maestro workflow.

The KPC team benefits from less manual effort. And investors can easily review and sign documents without needing to wade through complex legalese or compliance intricacies.

“Once documents are completed, they have to be routed through the proper channels, which can be cumbersome,” said Rubino. “Maestro has helped us tremendously with the routing—and then, on the back end, it interfaces with our CRM to store those documents in an automated fashion.”

Scaling with confidence

As KPC Private Funds moves toward fully implementing IAM, the firm expects to increase its process time savings from 70% to 90%. 

Throughout it all, the firm’s partnership with Docusign Customer Success has helped ensure a smooth transition by providing hands-on support with setting up workflows in Maestro, mapping documents from Web Forms and using conditional logic.

“It’s been a very positive experience,” said Rubino. "We're all about making things that are typically difficult very simple, and that's what we were able to do with Docusign IAM. It's become the tech initiative at KPC Private Funds."