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Case study: UpWest
For innovative Israeli companies lacking deep ties to Silicon Valley, UpWest has spent the past ten years becoming their American foothold.
The firm’s successful first $2 million pilot fund laid the foundation for three successive fundraises, including its most recent $70 million fund. Over the past ten years, UpWest has made more than 90 investments, including SentinelOne, the largest cybersecurity IPO in NASDAQ Composite history. Today, the firm holds the largest portfolio of Israeli-founded companies in the United States.
UpWest is a venture firm that funds Israeli companies and founders. Its latest fundraise totalled $70 million. The firm’s primary pain point was document management and investor communications. We helped them solve it.
The challenge
As UpWest’s subscriber base grew to more than 200 limited partners ("LPs"), managing documents through email and Excel became increasingly unmanageable. Administrators were overwhelmed by repeated requests for Schedule K-1s, statements, and reports, many of which were buried in inboxes.
When investor teams changed, new administrators would often request documents directly from general partners ("GPs") rather than searching historical records or archives.
The solution
Once UpWest raised its fourth fund, it decided to move away from its previous approach and shift to managing its investors using Apex Flow. The UpWest team sent Flow a spreadsheet with all its subscribers’ information, and Flow’s team created investment profile pages in UpWest’s portal for each investor, backfilling UpWest’s prior data and enabling the team to upload all the subscription and tax-related documents that LPs had been requesting via email.
The result
Apex Flow has streamlined UpWest’s fund administration, saving dozens of hours per quarter. Its consolidated document distribution ensures no paperwork is lost or buried in emails, giving investors complete transparency over which documents they have access to.
Why Apex Group?
"Flow helps us deliver a world class experience, every time”
Gil Ben-Artzy
Founding partner, UpWest
We supply a scalable approach to investor communications and document management.
We connect investors, providers, and systems through a dynamic, human-centric SaaS platform, accelerating decision-making, capital deployment, and growth across the $10tn alternative asset market.