Applies to: General partners
Onboarding leverages the FundCentre ecosystem to seamlessly transition investors from a fundraising engagement to contractual onboarding and anti-money laundering compliance by digitizing the investor onboarding process.
Onboarding allows you to 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 that let you customize the supporting documents that are required from LPs based on certain 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 LP must provide. You can add up to three custom document types and customize the display names.
- Upload the subscription document and map the fields that must be entered to specific fields within the underlying object model. This ability allows the product to capture the LP details and apply them to the contract for LP signature and GP countersignature.
- Communicate with the LP using in-app messaging.
After you complete the configuration and invite users to Onboarding, the limited partners can log in to the LP Portal. From there, 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 and either ask for more information or countersign the documents.
Additional information
- Managing the subscription document
- Configuring document types
- Defining rules