INVESTHUB ONBOARD
Your fundraising, digitized and simplified.
Transform your subscription journeys into a seamless, fast, and compliant experience, effortlessly guiding your investors from prospect to closing with automated workflows.
INVESTHUB ONBOARD
Your fundraising, digitized and simplified.
Transform your subscription journeys into a seamless, fast, and compliant experience, effortlessly guiding your investors from prospect to closing with automated workflows.
INVESTHUB ONBOARD
Your fundraising, digitized and simplified.
Transform your subscription journeys into a seamless, fast, and compliant experience, effortlessly guiding your investors from prospect to closing with automated workflows.
INVESTHUB ONBOARD
Your fundraising, digitized and simplified.
Transform your subscription journeys into a seamless, fast, and compliant experience, effortlessly guiding your investors from prospect to closing with automated workflows.
INVESTHUB ONBOARD
Your fundraising, digitized and simplified.
Transform your subscription journeys into a seamless, fast, and compliant experience, effortlessly guiding your investors from prospect to closing with automated workflows.
Our trusted clients
Our trusted clients
Our trusted clients
Your New Reality with InvestHub
Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.
Fast-tracking the time-to-close
Smart pathways guide investors and gather relevant information within minutes. Automated validations and integrated electronic signatures drastically reduce processing times.
Data reliability from collection
Our InvestHub platform organizes and validates data and documents from the moment they are entered, identifying any errors or inconsistencies and suggesting corrections in real-time.
Seamless and professional user experience
Investors benefit from clear forms tailored to their profile and transparent tracking of progress. Subdocs are completed in approximately 30 minutes instead of 8 hours previously.
Your New Reality with InvestHub
Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.
Fast-tracking the time-to-close
Smart pathways guide investors and gather relevant information within minutes. Automated validations and integrated electronic signatures drastically reduce processing times.
Data reliability from collection
Our InvestHub platform organizes and validates data and documents from the moment they are entered, identifying any errors or inconsistencies and suggesting corrections in real-time.
Seamless and professional user experience
Investors benefit from clear forms tailored to their profile and transparent tracking of progress. Subdocs are completed in approximately 30 minutes instead of 8 hours previously.
Your New Reality with InvestHub
Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.
Fast-tracking the time-to-close
Smart pathways guide investors and gather relevant information within minutes. Automated validations and integrated electronic signatures drastically reduce processing times.
Data reliability from collection
Our InvestHub platform organizes and validates data and documents from the moment they are entered, identifying any errors or inconsistencies and suggesting corrections in real-time.
Seamless and professional user experience
Investors benefit from clear forms tailored to their profile and transparent tracking of progress. Subdocs are completed in approximately 30 minutes instead of 8 hours previously.
Your New Reality with InvestHub
Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.
Fast-tracking the time-to-close
Smart pathways guide investors and gather relevant information within minutes. Automated validations and integrated electronic signatures drastically reduce processing times.
Data reliability from collection
Our InvestHub platform organizes and validates data and documents from the moment they are entered, identifying any errors or inconsistencies and suggesting corrections in real-time.
Seamless and professional user experience
Investors benefit from clear forms tailored to their profile and transparent tracking of progress. Subdocs are completed in approximately 30 minutes instead of 8 hours previously.
Your New Reality with InvestHub
Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.
Fast-tracking the time-to-close
Smart pathways guide investors and gather relevant information within minutes. Automated validations and integrated electronic signatures drastically reduce processing times.
Data reliability from collection
Our InvestHub platform organizes and validates data and documents from the moment they are entered, identifying any errors or inconsistencies and suggesting corrections in real-time.
Seamless and professional user experience
Investors benefit from clear forms tailored to their profile and transparent tracking of progress. Subdocs are completed in approximately 30 minutes instead of 8 hours previously.
Over 50,000 digital subscriptions
Join the InvestHub ecosystem and accelerate your growth.
Over 50,000 digital subscriptions
Join the InvestHub ecosystem and accelerate your growth.
Over 50,000 digital subscriptions
Join the InvestHub ecosystem and accelerate your growth.
Over 50,000 digital subscriptions
Join the InvestHub ecosystem and accelerate your growth.
Key features
Smart and configurable forms
- Conditional logic - Pre-configured templates tailored to investor types and regulatory requirements - Structured data recording to prevent any future re-entry
Integrated e-signature and counter-signature
- Native integration of electronic signature (DocuSign, Yousign, etc.) and management of counter-signatures and side letters. - Document approval by legal teams and external advisors, with real-time notifications and tracking.
Automated KYC/AML and due diligence
- Collection of supporting documents and automatic screening of ultimate beneficial owners against sanction and PEP lists - Comprehensive management of due diligence (KYC/KYD) with automatic renewal and risk scoring
Governance and Completeness AI
- Validation algorithms that detect missing parts, data inconsistencies, and incorrect fields. - Suggested corrections or appropriate justifications to expedite validation.
Custom workflows
- Configure your approval steps, internal and external validations, signature, and counter-signature. - Set up allocation and escalation rules to involve the right people at the right time.
Access rights automation
Access permissions to investment products and portals are automatically activated or suspended based on the KYC status and agreements for financial advisors.
Key features
Smart and configurable forms
- Conditional logic - Pre-configured templates tailored to investor types and regulatory requirements - Structured data recording to prevent any future re-entry
Integrated e-signature and counter-signature
- Native integration of electronic signature (DocuSign, Yousign, etc.) and management of counter-signatures and side letters. - Document approval by legal teams and external advisors, with real-time notifications and tracking.
Automated KYC/AML and due diligence
- Collection of supporting documents and automatic screening of ultimate beneficial owners against sanction and PEP lists - Comprehensive management of due diligence (KYC/KYD) with automatic renewal and risk scoring
Governance and Completeness AI
- Validation algorithms that detect missing parts, data inconsistencies, and incorrect fields. - Suggested corrections or appropriate justifications to expedite validation.
Custom workflows
- Configure your approval steps, internal and external validations, signature, and counter-signature. - Set up allocation and escalation rules to involve the right people at the right time.
Access rights automation
Access permissions to investment products and portals are automatically activated or suspended based on the KYC status and agreements for financial advisors.
Key features
Smart and configurable forms
- Conditional logic - Pre-configured templates tailored to investor types and regulatory requirements - Structured data recording to prevent any future re-entry
Integrated e-signature and counter-signature
- Native integration of electronic signature (DocuSign, Yousign, etc.) and management of counter-signatures and side letters. - Document approval by legal teams and external advisors, with real-time notifications and tracking.
Governance and Completeness AI
- Validation algorithms that detect missing parts, data inconsistencies, and incorrect fields. - Suggested corrections or appropriate justifications to expedite validation.
Custom workflows
- Configure your approval steps, internal and external validations, signature, and counter-signature. - Set up allocation and escalation rules to involve the right people at the right time.
Key features
Smart and configurable forms
- Conditional logic - Pre-configured templates tailored to investor types and regulatory requirements - Structured data recording to prevent any future re-entry
Integrated e-signature and counter-signature
- Native integration of electronic signature (DocuSign, Yousign, etc.) and management of counter-signatures and side letters. - Document approval by legal teams and external advisors, with real-time notifications and tracking.
Automated KYC/AML and due diligence
- Collection of supporting documents and automatic screening of ultimate beneficial owners against sanction and PEP lists - Comprehensive management of due diligence (KYC/KYD) with automatic renewal and risk scoring
Governance and Completeness AI
- Validation algorithms that detect missing parts, data inconsistencies, and incorrect fields. - Suggested corrections or appropriate justifications to expedite validation.
Custom workflows
- Configure your approval steps, internal and external validations, signature, and counter-signature. - Set up allocation and escalation rules to involve the right people at the right time.
Access rights automation
Access permissions to investment products and portals are automatically activated or suspended based on the KYC status and agreements for financial advisors.
Key features
Smart and configurable forms
- Conditional logic - Pre-configured templates tailored to investor types and regulatory requirements - Structured data recording to prevent any future re-entry
Integrated e-signature and counter-signature
- Native integration of electronic signature (DocuSign, Yousign, etc.) and management of counter-signatures and side letters. - Document approval by legal teams and external advisors, with real-time notifications and tracking.
Automated KYC/AML and due diligence
- Collection of supporting documents and automatic screening of ultimate beneficial owners against sanction and PEP lists - Comprehensive management of due diligence (KYC/KYD) with automatic renewal and risk scoring
Governance and Completeness AI
- Validation algorithms that detect missing parts, data inconsistencies, and incorrect fields. - Suggested corrections or appropriate justifications to expedite validation.
Custom workflows
- Configure your approval steps, internal and external validations, signature, and counter-signature. - Set up allocation and escalation rules to involve the right people at the right time.
Access rights automation
Access permissions to investment products and portals are automatically activated or suspended based on the KYC status and agreements for financial advisors.
Our integrated and connected partners
Our integrated and connected partners
Our integrated and connected partners
Our integrated and connected partners
Our integrated and connected partners
InvestHub Onboard by the Numbers
100%
supported fund types
-80%
completion time for a project
90%
compliant files
2x
Faster for verifying KYC/AML
InvestHub Onboard by the Numbers
100%
supported fund types
-80%
completion time for a project
90%
compliant files
2x
Faster for verifying KYC/AML
InvestHub Onboard by the Numbers
100%
supported fund types
-80%
completion time for a project
90%
compliant files
2x
Faster for verifying KYC/AML
InvestHub Onboard by the Numbers
100%
supported fund types
-80%
completion time for a project
90%
compliant files
2x
Faster for verifying KYC/AML
InvestHub Onboard by the Numbers
100%
supported fund types
-80%
completion time for a project
90%
compliant files
2x
Faster for verifying KYC/AML
Why choose InvestHub?
Seamless Experience: A pleasant and professional investor journey, with conditional logic that simplifies forms.
Built-in compliance: Full integration of KYC/AML, due diligence, and tax regulations (FATCA/CRS).
Customization: Configurable workflows and documents tailored to your funds and partners, featuring a white-label model.
Advanced automation: e-signature, countersignature, control AI, rights management, and CRM/DataRoom integration.
Connected ecosystem: Synchronization with your partners and internal tools, as well as with your other InvestHub modules.
Why choose InvestHub?
Seamless Experience: A pleasant and professional investor journey, with conditional logic that simplifies forms.
Built-in compliance: Full integration of KYC/AML, due diligence, and tax regulations (FATCA/CRS).
Customization: Configurable workflows and documents tailored to your funds and partners, featuring a white-label model.
Advanced automation: e-signature, countersignature, control AI, rights management, and CRM/DataRoom integration.
Connected ecosystem: Synchronization with your partners and internal tools, as well as with your other InvestHub modules.
Why choose InvestHub?
Seamless Experience: A pleasant and professional investor journey, with conditional logic that simplifies forms.
Built-in compliance: Full integration of KYC/AML, due diligence, and tax regulations (FATCA/CRS).
Customization: Configurable workflows and documents tailored to your funds and partners, featuring a white-label model.
Advanced automation: e-signature, countersignature, control AI, rights management, and CRM/DataRoom integration.
Connected ecosystem: Synchronization with your partners and internal tools, as well as with your other InvestHub modules.
Why choose InvestHub?
Seamless Experience: A pleasant and professional investor journey, with conditional logic that simplifies forms.
Built-in compliance: Full integration of KYC/AML, due diligence, and tax regulations (FATCA/CRS).
Customization: Configurable workflows and documents tailored to your funds and partners, featuring a white-label model.
Advanced automation: e-signature, countersignature, control AI, rights management, and CRM/DataRoom integration.
Connected ecosystem: Synchronization with your partners and internal tools, as well as with your other InvestHub modules.
Why choose InvestHub?
Seamless Experience: A pleasant and professional investor journey, with conditional logic that simplifies forms.
Built-in compliance: Full integration of KYC/AML, due diligence, and tax regulations (FATCA/CRS).
Customization: Configurable workflows and documents tailored to your funds and partners, featuring a white-label model.
Advanced automation: e-signature, countersignature, control AI, rights management, and CRM/DataRoom integration.
Connected ecosystem: Synchronization with your partners and internal tools, as well as with your other InvestHub modules.
❝
Two months after launching Investhub, we successfully onboarded over 200 users in less than a week, without a hitch. It's a true operational success.
Ariane Doutey
Director of Sales & Marketing
❞
❝
Two months after launching Investhub, we successfully onboarded over 200 users in less than a week, without a hitch. It's a true operational success.
Ariane Doutey
Director of Sales & Marketing
❞
❝
Two months after launching Investhub, we successfully onboarded over 200 users in less than a week, without a hitch. It's a true operational success.
Ariane Doutey
Director of Sales & Marketing
❞
❝
Two months after launching Investhub, we successfully onboarded over 200 users in less than a week, without a hitch. It's a true operational success.
Ariane Doutey
Director of Sales & Marketing
❞
❝
Two months after launching Investhub, we successfully onboarded over 200 users in less than a week, without a hitch. It's a true operational success.
Ariane Doutey
Director of Sales & Marketing
❞
Do you have any questions?
Do you have any questions?
Do you have any questions?
Do you have any questions?
Do you have any questions?
How do conditional logic in forms work?
Investhub forms use conditional logic to hide irrelevant questions and only display fields based on the investor's profile. This reduces complexity and speeds up data entry.
Are electronic signatures legally recognized?
How is KYC/AML and due diligence integrated?
Can I customize my forms and contracts?
What are the benefits for recurring investors?
How do conditional logic in forms work?
Investhub forms use conditional logic to hide irrelevant questions and only display fields based on the investor's profile. This reduces complexity and speeds up data entry.
Are electronic signatures legally recognized?
How is KYC/AML and due diligence integrated?
Can I customize my forms and contracts?
What are the benefits for recurring investors?
How do conditional logic in forms work?
Investhub forms use conditional logic to hide irrelevant questions and only display fields based on the investor's profile. This reduces complexity and speeds up data entry.
Are electronic signatures legally recognized?
How is KYC/AML and due diligence integrated?
Can I customize my forms and contracts?
What are the benefits for recurring investors?
How do conditional logic in forms work?
Investhub forms use conditional logic to hide irrelevant questions and only display fields based on the investor's profile. This reduces complexity and speeds up data entry.
Are electronic signatures legally recognized?
How is KYC/AML and due diligence integrated?
Can I customize my forms and contracts?
What are the benefits for recurring investors?
How do conditional logic in forms work?
Investhub forms use conditional logic to hide irrelevant questions and only display fields based on the investor's profile. This reduces complexity and speeds up data entry.
Are electronic signatures legally recognized?
How is KYC/AML and due diligence integrated?
Can I customize my forms and contracts?
What are the benefits for recurring investors?
