Investor Onboarding Automation
Streamline new LP onboarding with automated document collection
What This Automation Does
How It Works
LP Commitment Received
New LP commitment recorded
Welcome & Documents
Send subscription agreement and forms
Track Document Status
Monitor document signing progress
Wait 5 Days
Document completion window
All Docs Complete?
Check if all required documents received
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
KYC/AML processes compliant with SEC and FinCEN requirements.
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