Streamline LP onboarding with our full support
Investor onboarding is where most fund closings slow down. Vestlane Onboarding Services take the pressure off your team and your MLRO.
What You Get
Let us handle the nitty-gritty — from document checks to structured communication — so your team can focus on closing.
DOCUMENT REVIEW & PLAUSIBILITY CHECKS
We review all documents for completeness, consistency, and investor-specific plausibility — including UBOs and signing authorities. Public registers are cross-checked, and any irregularities like missing SoW/SoF or unclear structures are flagged.
KYC PRE-REVIEW & RISK INSIGHTS
We perform a structured pre-check of all KYC documents, assess risk indicators, and screen against PEP, sanctions, and adverse media lists. Findings are clearly documented for the MLRO, with real-time monitoring and instant escalation in case of a match.
DIRECT COMMUNICATION
We handle investor interactions directly on-platform — sending comments, reminders, and requests for clarification. All communication is logged transparently and handed over in a structured format to your internal or external MLRO.
CLOSING SUPPORT
We support signatory verification, coordinate counter-signing, and ensure that LPs receive final, executed documents — so the fund closing stays on track and friction-free.
PERSONAL SUPPORT & TECHNOLOGY
A dedicated account manager is by your side throughout. You get priority access to support, regular check-ins, and full visibility into the onboarding status of every LP.
We empower your MLRO and your onboarding efforts
Operational Sparring
We conduct preliminary risk evaluations, identifying potential red flags and ensuring compliance with KYC/AML regulations.
Full-service Partner
We combine powerful software with hands-on reviews, giving your team and MLRO the confidence to move faster.
Excellent Results
A well-documented, MLRO-ready onboarding journey is a true competitive advantage accelerating fund closings.
Join 350+ funds
Join 350+ funds already streamlining LP onboarding with Vestlane’s full-service support — from first document to final close.
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