Case Study: How PHL Financial Group Transformed Its Onboarding Process with Raisr's Lead Generator Module

How Exempt Market Dealers and Mortgage Investment Companies Can Scale Investor Onboarding Without Increasing Headcount

What if your firm could scale without proportionately increasing cost or headcount?

As investor expectations shift toward digital-first experiences and regulatory requirements become more complex, many exempt market dealers are finding that manual onboarding processes are no longer sustainable. Spreadsheets, repetitive data entry, and disconnected systems can slow growth, introduce errors, and increase compliance risk.

Raisr is a capital raising platform designed for firms in the private market, offering digital investor onboarding, compliance automation, and streamlined back-office operations.

That’s exactly what PHL Financial Group (PHL) needed as they continued to grow.

Fast, Digital Investor Onboarding with Raisr

As PHL expanded, they required a faster, more efficient way to onboard investors while maintaining high standards for compliance and transparency.

By implementing Raisr’s Lead Generator module, PHL transformed their onboarding process into a fully digital experience. Manual data entry was eliminated, delays were reduced, and duplication errors became a thing of the past.

Instead of adding administrative overhead, their team was able to scale efficiently with a system designed to support growth.

Results: Scalable Growth Without Added Headcount

Since adopting Raisr:

• 500+ new investors have been automatically onboarded
• Administrative workload has been significantly reduced
• Onboarding is now a seamless, self-directed digital experience
• Audit logs and compliant documentation are easily accessible at any time

These improvements allowed PHL to enhance both operational efficiency and the overall investor experience, without increasing internal resources.

Why Digital Onboarding Matters for Capital Raising

For firms like PHL, investor onboarding is more than just an administrative step. It’s a critical part of the client experience and a key component of regulatory compliance.

Modernizing this process with investor onboarding software helps firms:

• Reduce manual errors and duplication
• Improve compliance with consistent, audit-ready documentation
• Accelerate investor approvals and funding timelines
• Deliver a more professional, digital-first experience

As competition increases and expectations evolve, firms that invest in scalable systems are better positioned to grow without operational bottlenecks.

Read the Full Case Study

See how PHL achieved faster onboarding, improved compliance, and a more efficient workflow with Raisr.

Read the full case study here.

Ready to Scale Your Capital Raising Operations?

Raisr helps firms in Canada's private capital markets streamline investor onboarding, improve compliance, and scale efficiently, all without increasing headcount.

Book a free demo to see how Raisr can support your firm’s next phase of growth.

Frequently Asked Questions

What is investor onboarding software?

Investor onboarding software digitizes the process of collecting, verifying, and approving investor information. It reduces manual work, improves data accuracy, and helps ensure compliance with regulatory requirements.

How does Raisr help firms scale?

Raisr automates key parts of the onboarding and compliance process, allowing firms to handle more investors without increasing administrative workload.

How does digital onboarding improve compliance?

Digital onboarding ensures consistent data collection, reduces human error, and creates audit-ready records that can be accessed quickly when needed.

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