New Client Onboarding for Private Equity Analysts
The Problem
Onboarding a new Private Equity client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.
What We Build
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in PitchBook, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
Tools & Integrations
How It Works
Discovery Call
We map your current new client onboarding process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate new client onboarding?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.