Intelligent WorkspacesInvestor Onboarding

Investor Onboarding

The Investor Onboarding Workspace treats fund closes as repeatable, intelligent workflows instead of manual endurance tests. LPs submit information once through secure intake; the system validates KYC/AML compliance, populates subscription documents, and monitors side letter terms across all investors for MFN triggers.

What used to take weeks of associate time happens in days, with audit trails that satisfy regulators and general partners. It's pre-configured for private fund structures but adapts to your specific terms. Each new close makes the next one faster because the workspace learns your firm's patterns and risk tolerances.

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Speed Without Shortcuts

Close funds in days, not weeks. Automated compliance validation and document population eliminate the manual endurance test that used to consume associate bandwidth.

NFN Protection

MFN violations caught before documents go out, not after. The workspace monitors side letter terms across all investors so you don't trigger rights you forgot existed.

Validate

LPs submit information once through secure intake. Investor Onboarding Workspace runs KYC/AML checks, flags gaps, and builds audit trails that satisfy regulators.

Populate

Subscription documents pull verified investor data directly from intake forms. No manual transcription or version chaos—review what's ready.

Security at the Core

Etain is ISO/IEC 27001–certified, demonstrating our commitment to rigorous, audited information-security practices. We are also GDPR compliant and are actively working toward achieving SOC certification.

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