Reduce transaction risk by leveraging technology to drive a more secure, controlled, and organized process.
Streamline transactions for your team.
Improve your team's efficiency by automating traditional, manual tasks, thereby reducing the risk of errors. Tap simplifies the transaction process, handling essential paperwork such as NDAs and closing documents. Think of Tap as an extension of your team, a digital assistant that ensures a smooth transactional experience for you and your clients. This leaves you more time to focus on providing strategic advice and high-value services.
A tech partner that puts compliance first.
Reduce risk by partnering with a regulated broker-dealer that conducts AML/KYC on investors, sellers and other stakeholders. Only vetted institutional investors have access to the platform, and all data is encrypted and only accessible with NDAs and a permissioning system controlled by you and your clients.
Ensure fund compliance using Tap’s Qualified Matching Service.
Tap is set up as Qualified Matching Service (QMS) which allows fund managers to remain compliant with relevant tax regulations. We use software to track each action in the system and are able to provide fully auditable reports that ensure QMS compliance for your clients.
Utilize benchmark pricing to ensure clients are receiving market terms.
Leverage our wide reaching private fund database and benchmark data from our previous transactions to inform your process. Private markets can feel opaque and anecdotal. Tap provides a clear picture of the current market climate and comprehensive data to ensure your clients are always in line with prevailing conditions.