Case Study: Smartfin reduces phishing risk and streamlines investor management with Corporify

Direct notifications from Corporify reduce risk of phishing

Smartfin, a European venture capital investor, faced challenges with intensive investor contact management, maintaining KYC data, and administrative follow-up for its multiple funds. To address this, they turned to the Corporify platform to help manage these complex processes.

Corporify provided a centralized solution for managing investor contacts and KYC administration. This allowed Smartfin to store all shareholder information, send direct notifications for capital calls, and validate data securely within the platform, significantly reducing the risk of phishing. The implementation resulted in 47 active users managing 7,963 documents for 224 entities, streamlining operations and improving security for their investors.

Smartfin

Sébastien Thiel

Partner and CFO