Investor Onboarding

Transform Your LP's
Onboarding Experience

At Vector AIS, we combine innovative technology with private capital expertise to make investor onboarding faster, more transparent, and more reliable. With Valence Vero, powered by Passthrough, subscription documents, KYC/AML, and communication come together in a single, streamlined workflow, built specifically for closed-end funds.

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Subscription Documents

Custom Subscription
Document Workflows

Built to close your fund fast

Simplify sub docs with guided workflows that reduce friction and accelerate investor onboarding.

Custom workflows with conditional logic
Flexible to all investor types
Embedded KYC/AML
Clear and trackable communication

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Compliance

Unified Investor Profiles

Cross-Jurisdictional Support

Embedded in Your Existing Workflow

Continuous Monitoring, Daily Screening

KYC/AML Compliance
Built In

Confidently onboard investors with automated screening against global sanctions and watchlists, without slowing down your closing process.

With Valence Vero, KYC/AML compliance is built into the onboarding experience. Integrated with Passthrough, Valence Vero streamlines investor data capture, automates identity verification and sanctions checks, and gives fund managers real-time visibility, purpose-built for the demands of private capital.

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Experience better investor
onboarding with Valence Vero.

Talk to our team to see how Vero can streamline your subscription and compliance workflows.