INVESTOR ONBOARDING

Automated Investor Onboarding

Make investor onboarding easy and attract investors with a seamless, compliant experience. Enjoy peace of mind with automated KYC/AML checks — keep all processes and stakeholders transparent.

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5-Minute Subscriptions for Fast Investor Journey

Be ready for closing in a fraction of time with our streamlined onboarding process.

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Tailor the LP Experience

Personalize the onboarding journey for each investor by addressing their requirements — enhance satisfaction and build trust.

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Ensure Compliance

Ensure compliance with pre-built investor classifications and automated KYC/AML checks, enhancing accuracy.

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Track Progress

Ensure you’re ready for future closings with detailed insights into your fundraising pipeline — monitor progress effectively.

Bring Investors On Board

Manage or delegate your invitation process. Tailor your invitations for potential investors.

Speed Up Onboarding with Prefilling

Use prefilling with trade and company register data lookup (e.g., Northdata). Save time and reduce errors to speed up investor onboarding.

Smart Data Capture

Implement smart data capture with intuitive questionnaires. Capture all information, from basic details to banking, and KYC/AML data. Gather UBO details, wealth origin, investor classification, FATCA/CRS, and tax compliance data.

eSignature for Quick Signing

Use leading eSignature services for fast document completion and signing. Gather and manage your signed subscription documents, fully compliant with eIDAS and ZertES standards.

Digital Investor Verification

Replace traditional ID/passport notarization with compliant electronic identity verification. Use VideoIdent and AutoIdent, or manual verifications as a fallback for accurate documentation.

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Monitor Subscriptions and Send Reminders

Easily track LP subscriptions, keep documents up-to-date. Follow up on outstanding documents, send reminders. Offer help when needed for faster closings.

LP Subscription with Investor Wallet

Enable repeat investors to complete fund subscriptions in five minutes using the Investor Wallet — no additional identity checks.

Security

Safeguarding your fund operations

Securely manage fund operations with Vestlane's registration and document submission processes. Our infrastructure is aligned with data protection laws and is ISO 27001, GDPR, SOC certified.

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Robust Encryption

Data and documents always encrypted in transit and at rest.

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Frequent Backups

Documents are backed up daily, data even hourly.

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Data Replication

Backups are replicated in multiple German data centers.

"The most significant change with Vestlane is our enhanced visibility into the onboarding process. Now, our internal teams can simply log into Vestlane to get real-time updates on investor statuses, streamlining communication and increasing efficiency."

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cavalry ventures

Leonie Klimpke

Director of Finance and Compliance

Elevate your
fund with Vestlane.

Unlock efficiency, compliance, and collaboration with Vestlane. Explore a smarter way to manage funds.

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KYC/AML Operations Made Simple

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Product tour tailored to your priorities

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Receive detailed answers to all of your questions

Get in touch

Join leading funds

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Vestlane

Vestlane is the leading KYC/AML investor onboarding software for private funds.

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