Applies to: General partners
Onboarding uses the FundCentre ecosystem to help transition investors from a fundraising engagement to contractual onboarding and anti-money laundering compliance by digitizing the investor onboarding process.
You can customize the information and documents that you need to collect from investors as they enter into funds. You can perform the following tasks:
- Build rules to define which supporting documents the limited partners (LPs) must upload based on attributes, such as investor type, risk rating, and investor and fund domiciles.
- Use a default set of document groups and types related to the supporting documents that the LPs must provide. You can add up to three custom document types with custom display names.
- Upload subscription documents and map the fields to capture the limited partner (LP) details. You can use the data to fill the contracts for LP signatures and general partner countersignatures.
- Communicate with LPs using in-app messaging.
After setup and user invitations, the limited partners can log in to the LP Portal. They can enter the required information, upload the required supporting documents, and sign and submit the documents to you. You can then review the information, request for more information, or countersign the documents.