Effizientes Investor Onboarding für Private Funds
Sparen Sie Zeit, Kosten und Aufwand beim Investoren-Onboarding mit automatisierten KYC/AML-Prozessen und Fondszeichnungen. Vestlane ist die erste Wahl für LPs und GPs in Europa.
600+
Funds & SPVs
12,000+
LPs & Assets
135bn+
Clients' AUM
100,000+
Onboardings / KYCs processed
One platform. One source of truth. Full lifecycle.
Onboard, verify, monitor — and prove it years later.
From the first identity check to the audit trail years later, on one system of records.
Enter the investor's legal name
We'll pre-fill key information from public sources to save you time and ensure accuracy.
Public registers · DE, AT, LU, UK, US, CH
Look it up once. Reuse it everywhere.
Type a legal name and the profile builds itself from public registers — legal form, registered office, register number, the filings. The same flow takes the assets you acquire. Add what only the counterparty knows, and the result is a verified profile that travels: the next subscription, the next manager, the next review are pre-filled.
- Register lookup
- Know Your Investor
- Know Your Asset
- Know Your Vendor
- Know Your Investment
- Reusable KYC profile
Who it's for
Every role in the fund value chain, on one system of records.
The fund, the manager and the providers around them all need the same investor evidence. They should not each collect it themselves.
Funds & vehicles
Whatever the structure, the investor file is the same file.
- Private-market fundsPE, VC, private debt, infrastructure and real estate — every LP onboarded once, every KYC case closed before the close.
- Liquid funds with a registerOpen-ended funds held in a shareholder register rather than settled through a clearing system: units, holders and their KYC in one place.
- SPVs & co-investmentsFeeders, club deals and single-asset vehicles carry the same checks and the same audit trail as the main fund.
- Carry & GP vehiclesCarry, GP commitment and co-invest structures are onboarded and evidenced like any other investor — the team's side of the house included.
- Employee investment schemesManagement and employee participation programmes: many small tickets, the same KYC duties, one guided flow instead of a spreadsheet.
Managers & operators
One record set behind every mandate you run.
- Asset & wealth managersInvestors, mandates and structures in one record set, with monitoring that never sleeps.
- Management companies & AIFMHold the compliance file for every fund you host — per vehicle, per delegate, per regulator, without a spreadsheet in the middle.
- Fund administratorsOnboard and verify investors for the funds you service, and hand your client a case file their auditor can read.
- Family officesDirect deals, funds and the family's own vehicles in one place — onboard once, then reuse the profile with every manager you back.
Custody, register & distribution
The evidence your role owes, from the fund's own records.
- Custodians & depositariesDepositary duties need investor-level evidence. Take it from the same records the fund and its administrator work in.
- Transfer agents & registrarsThe register and the KYC behind it, maintained together instead of reconciled after the fact.
- Distributors & placement agentsInvestors you introduce arrive with a reusable profile, so the next subscription starts pre-filled instead of from scratch.
One system of records
Everyone puts something in. Everyone takes something out.
One system of records
Investors · Funds · Assets · Vendors
- Investor
Puts in — Identity, documents and source of funds — once.
Takes out — A profile that travels to the next fund and the next manager.
- Distributor
Puts in — The introduction and the ticket.
Takes out — Subscriptions that start pre-filled instead of from scratch.
- Fund & GP
Puts in — The vehicle, its terms, and the assets it acquires — each with its own provenance.
Takes out — Closings without chasing paperwork investor by investor.
- Asset
Puts in — Title, ownership chain and provenance — checked once, at acquisition.
Takes out — A screening verdict and a risk rating that travel into every vehicle that holds it.
- ManCo & AIFM
Puts in — The policy the checks are measured against.
Takes out — One compliance file per vehicle, per delegate, per regulator.
- Vendor
Puts in — Its licence, its ownership and the duties it has been delegated.
Takes out — One approval file the next fund can re-use instead of sending a new questionnaire.
- Administrator
Puts in — Register and holdings data.
Takes out — Investors already verified when the units are booked.
- Transfer agent
Puts in — Holdings and their movements.
Takes out — KYC that matches the register instead of trailing it.
- Depositary
Puts in — Oversight checks and their outcomes.
Takes out — Investor-level evidence without a separate request.
- Auditor & regulator
Puts in — The questions, on their own schedule.
Takes out — A complete, timestamped answer with the evidence attached.
Fund Closings in Wochen statt Monaten
Zeichnung in fünf Minuten
Ein wiederkehrender Investor zeichnet den nächsten Fonds in Minuten. Identität, Eigentümerstruktur, Mittelherkunft und Screening stammen aus dem Profil, das er bereits angelegt hat — offen bleiben nur die fondsspezifischen Fragen.
- Identity & residencefrom the wallet
- Ownership and controlfrom the wallet
- Source of fundsfrom the wallet
- Screening & risk ratingfrom the wallet
- Fund-specific questionsto answer
Onboarding zum halben Aufwand
Neue Investoren kosten im Onboarding halb so viel, weil der zweite Fonds die Akte des ersten weiterverwendet, statt sie erneut anzufordern.
Ein Workspace statt eines Postfachs
Manager, Investoren, Administratoren und Prüfer arbeiten an derselben Akte, jeder mit eigenen Rechten — statt Versionen per E-Mail zu verschicken und sie später abzugleichen.
- Fund managerOpens the fund and sees every caseOwner
- InvestorAdds what only they can answerTheir file
- AdministratorBooks units against a verified profileRegister
- Advisor & auditorReads the history without asking for itRead-only
- Identity & residencefrom the wallet
- Ownership and controlfrom the wallet
- Source of fundsfrom the wallet
- Screening & risk ratingfrom the wallet
- Fund-specific questionsto answer
Vollständiges Management des Fondslebenszyklus
Digitales Fundraising
Beschleunigen Sie ihr "Fonds Set-Up" mit unserer All-in-One-Plattform, die für die Verwaltung mehrerer Fonds vom Set-Up bis zum Closing konzipiert ist. Einfach und effizient.
Fondsmarketing
Bewerben Sie ihren Fonds effektiv bei potenziellen Investoren, indem Sie die Performance und den strategischen Ansatz des Fonds in ihrem Profil hervorheben.
Investor Onboarding
Beschleunigen sie das Investor Onboarding und erhöhen Sie Investor Conversion mit einer Plattform, die von vornherein KYC- und AML-konform ist.
Fondsbetrieb
Optimieren Sie die Kommunikation und stellen Sie sicher, dass die Fondsdaten jederzeit zugänglich sind. Erhöhen Sie die Transparenz für Ihre Investoren und Berater.
Suchen Sie nach einer schnellen und sicheren Möglichkeit, Investoren in Ihren Fonds zu onboarden?
Vestlane ist die erste Wahl unter LPs und GPs in Europa.
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Security & compliance
Audited, encrypted, and hosted in Germany.
The file every party works from is also the file your auditors and your IT reviewers will ask about. It is built to survive both.
- Documents and data encrypted in transit and at rest
- Backups daily, data hourly, replicated across data centres in Germany
- Role-scoped access, with every action on the audit trail
- Vulnerability scanning across our codebase and its dependencies
Exzellentes Investor Onboarding bei fortlaufender KYC - das Kopfzerbrechen gehört der Vergangenheit an.
Schließen Sie sich den über 279 führenden Fonds an, die mit Vestlane Effizienz erleben.
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