Investor services / a working example
Investor onboarding.
From both sides.
From a folder of documents to an organised, source-linked investor record.
Try the investor portal, then step into the fund administrator’s workspace to see the extracted information and resolve an exception.
Sample investor files
Drag a file or folder into the portal. You can also select files and use the upload button.
Oakbridge Holdings LLC
Drop your sample documents here
Use the folders on this screen. Files stay inside this demonstration.
Synthetic PDFs · No files needed from your computerYour document checklist
0 / 8 receivedEstablish the legal subscribing entity.
Identify the declared owners and any missing interests.
Show that the signatory may act for this company.
Identify the person signing the application.
Compare the declared address with supporting evidence.
Record declared tax status for a separate tax review.
Capture the investment amount and qualification declarations.
Compare the account holder with the legal investor.
Less chasing.
A clear checklist, one place for evidence, and specific requests when something needs to change.
Less rekeying.
Documents organised by purpose. Extracted fields that point back to the original source.
More context.
Conflicting information stays visible. The reviewer’s decisions and document versions stay connected.
Built around your fund
Your documents.
Your review process.
We can adapt the requirements, investor structures, branding, review roles, and system integrations to your onboarding workflow.