Onboard Investors in Minutes, Without the Hassle
Streamline investor onboarding to funds or SPVs, reduce errors and shorten the time from commitment to completion. Now investors can submit comments to agreements and side letters, generate subscription documents and submit their KYC/AML data effortlessly – everything on one platform.
A White-Glove Digital Experience
Sending LPs a 60-page PDF to print, sign, scan, and email feels archaic and belongs to the last century. By offering a sleek, guided digital onboarding experience, your firm signals to LPs that you are a modern, tech-forward firm that is easy to work with.
If Techquity saves just one average commitment from walking away due to the friction of old-school paperwork, the platform pays for itself many times over. But beyond the ROI, our platform ensures every investor will enjo a premium, frictionless experience.
Dynamic, Intelligent Forms
Leave behind static PDFs and Word documents. Our onboarding engine uses adaptive forms that respond in real time to each investor’s inputs for subscription documents and KYC/AML. Only relevant questions appear – making the process faster, cleaner and more intuitive for fund managers and investors alike.
Focus Only on What Matters
Our smart-form logic ensures that investors only see fields and questions relevant to their specific profile. The elimination of superfluous content reduces confusion, improves completion rates and enhances the user experience for all parties involved.
Accelerate Time-To-Close
Manual onboarding is plagued by ”NIGO” (Not In Good Order) errors – missing signatures, incorrect dates, or unchecked boxes – which trigger weeks of back-and-forth emails. Techquity validates fields in real-time, removing administrative drag.
Centralised Data Command
Instead of fragmented data living in email chains or trapped inside static PDFs, Techquity centralizes everything into a structured format, and all data is fully exportable.
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