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
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
KYC/AML processes compliant with SEC and FinCEN requirements.
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