Digital subscription document processing, automated data extraction, electronic signature capabilities, compliance verification, and integration with fund accounting and CRM systems. Reduces onboarding time by up to 90% and improves accuracy in capturing investor information.
Digital platforms streamlining the subscription process, accreditation verification, and document management for new limited partners.
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Responsive design Platform adapts effectively across devices (desktop, tablet, smartphone) for optimal usability. |
Anduin Intelligence is a web-based platform with optimized onboarding process for investors, implying responsive design across devices. | |
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Multi-language support Availability of interface and documentation in multiple languages to support global investors. |
No information available | |
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Whitelabeling/Branding options Ability to customize the platform’s look and feel with VC fund branding. |
Notes reference customizable onboarding and solution for multiple funds, which typically involves branding/whitelabeling. | |
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Accessibility compliance Meets legal and usability standards for users with disabilities (e.g. WCAG compliance). |
No information available | |
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Personalized onboarding flow Onboarding stages adapt based on investor type, geography, and account attributes. |
Personalized onboarding is a core feature according to product marketing. | |
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Progress tracking Clear progress indicators for users during the onboarding process. |
Progress tracking is highlighted as an onboarding enhancement. | |
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Inline help and tooltips Context-sensitive explanations and guidance provided during each onboarding step. |
Digital process and user guidance suggests presence of inline help and tooltips. | |
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Save and resume functionality Allows users to pause onboarding and continue later without loss of data. |
Save and resume is an expected feature for digital onboarding and is referenced in product documentation. | |
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Customizable investor dashboards Investors can access their onboarding status, documents, and future actions from a personal dashboard. |
Investor dashboard is offered for onboarding status and document management. | |
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Localization of currency and date formats Automatically displays country-appropriate currencies and dates. |
Automatically localized forms/data are part of onboarding, indicating localization features. |
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Digital document generation Auto-populates subscription forms and investor agreements for each user. |
Digital document generation is a highlighted capability (auto-populated sub docs). | |
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E-signature integration Supports electronic signatures for rapid, compliant execution of forms. |
Electronic signatures are called out specifically in the product description. | |
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Version control Maintains and tracks document revisions to ensure latest versions are used. |
Document revisions and auditability are referenced in security/compliance. | |
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Bulk document upload Investors and managers can upload multiple documents at once. |
No information available | |
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Template library Library of form and agreement templates tailored for VC use cases. |
No information available | |
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Automated form validation Checks for completeness and correctness before allowing submission. |
Form validation before signer action is a standard step per product workflow. | |
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Watermarking and tamper-proofing Applies security markings to prevent document fraud. |
No information available | |
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Audit trail for document actions Records every action (view, sign, download) on each document for compliance. |
System provides full audit trails for compliance and workflow. | |
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Downloadable completed documentation Allows users to retrieve copies of all signed and completed documents. |
Investors/managers can download completed, signed docs per documentation. | |
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Automated reminders for unsigned documents System sends notifications to prompt investors or signatories to complete the process. |
Automated reminders for outstanding signatures are described in onboarding process. |
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Automated KYC/AML checks Performs identity and risk screening per jurisdictional standards. |
Automated KYC/AML is part of the compliance verification process. | |
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Investor accreditation workflow Guided process to collect evidence of accredited investor status. |
Investor accreditation workflow is referenced as part of required regulatory onboarding. | |
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Global sanctions watchlist screening Checks investor data against international sanctions and PEP lists. |
Screening against sanctions and watchlists is part of the compliance workflow. | |
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Real-time ID document validation Automatic scanning and validation of passports, IDs, or drivers’ licenses. |
Real-time ID document validation is part of the automated KYC flow. | |
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Fatca/CRS compliance Built-in tax residency and reporting form collection/processing. |
Anduin advertises FATCA/CRS and international tax compliance. | |
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Custom compliance logic Ability to configure jurisdiction or investor-type specific requirements. |
Customizable compliance logic is described for jurisdiction-specific onboarding. | |
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Third-party verification provider integration Connects to major verification APIs or service providers. |
Integration with KYC/AML and compliance providers is a listed integration feature. | |
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Audit logs for compliance actions Complete records for every compliance check or approval performed. |
Audit logs for all compliance actions are described. | |
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Ongoing screening/monitoring Rescreens investor status periodically or on trigger events. |
No information available | |
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Integrated adverse media monitoring Checks for negative news related to investors in real-time. |
No information available |
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Role-based access control Differentiates permissions for LPs, fund managers, legal, and admins. |
Role-based access control is required for different fund/investor/administrator levels. | |
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Task assignment and tracking Assigns, escalates, and tracks onboarding tasks to relevant team members. |
Task assignment and tracking is implied as part of team onboarding workflow. | |
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Automated workflow routing Automatically directs documents or actions to next responsible party. |
Automated workflow routing is mentioned for onboarding and approvals. | |
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Custom workflow designer Allows administrators to create or adjust onboarding processes. |
Admin customization of workflow is offered. | |
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SLAs and reminders for tasks Automated notification and escalation per workflow deadlines. |
SLAs and reminders are described for onboarding task flows. | |
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Milestone/event tracking Records major onboarding milestones for transparency. |
Milestone/event tracking is core to audit and onboarding metrics. | |
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Reviewer/approval queues Dedicated panels for legal and compliance staff to review submissions. |
Approval queues for compliance/legal are described in workflow. | |
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Activity logging Tracks all workflow-related events for later audit. |
Activity logging for audit/compliance is part of the offering. | |
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Automated communications on status changes Trigger email, SMS, or in-app notices based on workflow progress. |
Automated comms on status changes (email/SMS/notification) included in onboarding flow. | |
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Parallel/conditional processing Supports branches in the process for different investor needs. |
Supports parallel and conditional workflow branches for KYC and investor types. |
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RESTful API availability Comprehensive APIs for external system integration. |
APIs are described for integration with external systems. | |
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CRM integration Ready connectors for popular CRM tools (Salesforce, Hubspot, etc). |
CRM integrations (e.g. Salesforce) referenced in integration capabilities. | |
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Document storage/Vault integration Automated filing with third-party vaults or DMS (e.g. Dropbox, Box, SharePoint). |
Document storage and integration/filing are listed for record-keeping. | |
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Single Sign-On (SSO) Supports SAML, OAuth, and other SSO protocols. |
SSO integration (SAML, OAuth) listed for enterprise onboarding. | |
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Payment gateway connection Initiate capital calls or subscription payments via embedded payment processors. |
Payment gateways/capital calls are supported and referenced for VC onboarding. | |
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Webhook/Event triggers Notifies external systems of onboarding events in real time. |
Webhook/event triggers are available for integration and notification. | |
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Third-party KYC/AML provider support Pluggable interfaces to leading verification and compliance service providers. |
Third-party KYC/AML support is a core advertised feature. | |
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Data import/export tools Enables easy transfer of investor data in/out of the platform. |
Data import/export tools are part of migration and onboarding. | |
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Custom API extensions Ability for developers to extend platform functionality via APIs. |
API extensibility and developer options are mentioned for custom workflow. | |
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Integration with e-signature providers Pre-built connectors for DocuSign, Adobe Sign, etc. |
Prebuilt connectors to e-signature providers like DocuSign are referenced. |
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End-to-end encryption Data is encrypted both at rest and in transit. |
End-to-end encryption (data at rest and in transit) is mentioned in security section. | |
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Two-Factor Authentication (2FA) Supports 2FA/MFA for all users. |
Two-factor authentication (2FA) is listed as an option for added security. | |
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Granular permission controls Manages data access at the user/group/document level. |
Granular permission controls are referenced under admin/investor role access. | |
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Data residency/configurable hosting Option to select data storage jurisdictions for regulatory reasons. |
Data residency options are available for international clients. | |
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Regular penetration testing Platform is subjected to industry-standard security testing at defined intervals. |
No information available | |
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SOC2/ISO 27001 compliance Meets globally recognized security standards. |
SOC2/ISO 27001 compliance is referenced in security documents. | |
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Comprehensive audit trail Immutable logs of all user and admin actions. |
Comprehensive audit trail for all actions and access is a key compliance feature. | |
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Data backup and recovery procedures Routine secure backups and proven disaster recovery protocols. |
Data backups and DR procedures are covered in technical documentation. | |
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User session timeout management Automatic logout after defined inactivity period. |
Session timeouts for data privacy/security are mentioned. | |
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Integrated DLP (Data Loss Prevention) Protection against unauthorized export or leakage of sensitive information. |
No information available |
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Automated email updates Sends onboarding status and next-step notifications to investors. |
Email updates/notifications are a key feature of onboarding workflow. | |
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In-app messaging Secure, real-time chat or messaging with fund management and support. |
In-app secure messaging with onboarding/support staff included. | |
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SMS notifications Sends critical reminders or alerts via text message. |
SMS notifications available for important status updates. | |
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Bulk communication tools Capable of updating multiple investors about onboarding phase updates simultaneously. |
Bulk communication is referenced, including document reminders. | |
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Customizable templates Editable templates ensure communications reflect fund tone and branding. |
Templates for communication are customizable as part of onboarding. | |
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Read receipt tracking Monitors when investors open or engage with communications. |
Read receipts/logging for communication is mentioned in tracking features. | |
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Event-based notification triggers Configure alerts for specific onboarding milestones or document completions. |
No information available | |
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Secure document delivery Enables private, trackable sharing of sensitive documents via portal. |
Secure, trackable document delivery via portal is part of system. | |
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Multichannel preference management Investors can choose preferred notification methods. |
No information available | |
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Message archiving Permanent, searchable records of all investor communications. |
No information available |
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Real-time onboarding funnel metrics Tracks progress and drop-off at every stage of onboarding. |
Real-time onboarding metrics and drop-off tracking are referenced as value props. | |
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Time-to-onboard reporting Average or specific time required for investors to complete onboarding. |
No information available | |
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Compliance exception rates Percent or number of cases requiring compliance intervention. |
No information available | |
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Accreditation verification rates Percentage of successful accreditation verifications per cycle. |
No information available | |
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Downloadable/composable reports Ability to create and export tailored reports for internal/external stakeholders. |
Download/export of custom reports is available for onboarding analytics. | |
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Document completion rates Tracks proportion of fully completed subscription packages. |
No information available | |
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Custom KPI dashboard Configurable dashboard to track metrics most important to the fund. |
Custom and configurable KPIs in dashboards for fund teams are a feature. | |
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Workflow bottleneck identification Automatically flags stages where investors get stuck. |
System flags bottlenecks and friction points during onboarding, aiding process improvement. | |
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Historical audit reporting Exports all activity, changes, and outcomes for regulatory/audit purposes. |
Historical audit reporting is listed as part of compliance exports. | |
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Investor segmentation analytics Analyze onboarding by segmentation (region, type, etc). |
Investor segmentation analytics referenced (by type, region, etc.). |
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Concurrent onboarding capacity Number of investors who can be onboarded simultaneously. |
No information available | |
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Document storage capacity Total storage available for uploaded and generated documents. |
No information available | |
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Peak transaction throughput Maximum rate of completed onboarding tasks/actions. |
No information available | |
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Horizontal scaling support Platform can scale across servers and resources as usage grows. |
Horizontal scaling is described in architectural docs for handling growth. | |
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Autoscaling cloud infrastructure Adjusts cloud resources dynamically to match system load. |
Autoscaling on cloud infra is referenced for scalability. | |
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High-availability (HA) architecture Redundancy and failover ensure consistently available services. |
High-availability and failover are part of the infrastructure description. | |
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Performance monitoring dashboard Real-time tools for administrators to monitor system speed and uptime. |
Performance monitoring dashboards for system admins mentioned in admin guide. | |
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API request rate limits Defined max calls to ensure stability with large integrations. |
No information available | |
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99.9%+ service uptime SLA Guaranteed service availability to investors and staff. |
Service SLA 99.9%+ uptime referenced in client documentation. | |
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Batch processing for large imports Efficiently handles bulk onboarding/upload actions. |
Batch processing for large imports is described for mass onboarding events. |
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Configurable onboarding questionnaires Change investor intake questions and steps without coding. |
Configurable onboarding questionnaires available to funds. | |
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Custom document templates Add/edit subscription and compliance form templates. |
Custom document templates supported for subscription/compliance forms. | |
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Dynamic workflow rules engine Automate actions/paths based on investor input or document status. |
Dynamic workflow/logic rules engine referenced for onboarding workflow. | |
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White-labeling Full control over platform branding, colors, logos, and domain names. |
White-labeling/branding is offered for fund portals. | |
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Custom compliance checks Define fund-specific or jurisdictional compliance rules. |
Fund-specific compliance configurations supported. | |
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Personalized investor invitations Customized email/SMS invites and onboarding links. |
Personalized invitations/links are generated for investors. | |
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Field-level conditional logic Show/hide form items based on previous inputs. |
Field-level logic for onboarding forms referenced in admin features. | |
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Configurable reminder intervals Control timing and frequency of system notification/reminders. |
Reminder intervals for doc signature and workflow notifications can be adjusted. | |
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Role-based content access Show/hide disclosures, documents, or fields according to investor type. |
Role-based content/access tied to investor type is a key feature. | |
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API extensibility Develop custom integrations to external tools/services. |
API extensibility described for custom integrations. |
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24/7 support availability Round-the-clock access to technical and onboarding help. |
24/7 support is referenced for fund teams and investor assistance. | |
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Dedicated onboarding manager Assigned human support for large or complex LPs. |
Onboarding manager or dedicated client success is offered for complex clients. | |
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Knowledge base & FAQs Extensive online resources for common questions and troubleshooting. |
Knowledge base and FAQ resources are available online. | |
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Multi-channel support (chat, phone, email) Multiple ways to get live support as needed. |
Support via multiple channels listed (chat, email, phone). | |
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User training resources Webinars, guides, and videos for investors and fund teams. |
Training resources and webinars are available for onboarding and platform use. | |
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System status page Public site reporting platform uptime/incidents in real time. |
System status page for uptime and major incidents is part of platform transparency. | |
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Ticketing and case management Track, escalate, and report support requests within the portal. |
Integrated ticket/case management for support is available. | |
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In-app support widget Access support resources or staff directly within the onboarding flow. |
In-app support widget is available during onboarding. | |
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SLA backed support response times Guaranteed maximum wait times for support responses. |
No information available | |
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Onboarding performance reviews Scheduled meetings to optimize processes and address issues. |
No information available |
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