Case Study: Kairos Investment Management achieves SEC compliance and centralized records management with ProDeal

Kairos Investment Management builds a custom SEC compliance module with ProDeal

Kairos Investment Management, an SEC-registered real estate investment firm, faced the challenge of needing to preserve extensive deal documentation to comply with SEC data retention mandates. Their existing use of the Prodeal platform for centralizing deal documentation introduced compliance risks, requiring an additional layer of security and data control functionality to satisfy their stringent requirements.

Prodeal collaborated with Kairos to develop a custom compliance module that consolidated all records into a single, secure location under the compliance team's control. The solution integrated seamlessly into Kairos's Office 365 framework, providing the needed automation and centralization while minimizing risk. As a result of Prodeal's client service and agility, Kairos now ranks the vendor in its top 5% of IT suppliers.

Kairos Investment Management