Fundraising FoxLockDocs
1 known investors
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LockDocs provides a customizable platform that automates the generation and completion of client documents for wealth management and fund management firms. It targets financial advisors and fund managers, offering form digitization, workflow automation, compliance features, and analytics to speed up client onboarding and investor fundraising.
Founders & leadership
SM
Susan McArthurCo-Founder & Executive ChairmanSusan McArthur is co-founder and executive chair of LockDocs, which provides document automation and compliance solutions for wealth and fund management firms. She previously served as managing partner at GreenSoil Investments, a venture capital firm focused on proptech and agro-food technology, and spent 25 years in investment banking advising on acquisitions, divestitures, and capital financing.
AM
Anne Marie Stetler CPA, CACo-Founder & CEO
Investors · 1
Frequently asked questions
- What does LockDocs do?
- LockDocs provides a customizable platform that automates the generation and completion of client documents for wealth management and fund management firms. It targets financial advisors and fund managers, offering form digitization, workflow automation, compliance features, and analytics to speed up client onboarding and investor fundraising.
- Who founded LockDocs?
- LockDocs was founded by Susan McArthur, Anne Marie Stetler CPA, CA.
- Who are LockDocs's investors?
- LockDocs's investors include Waterloo Accelerator Centre.