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Private Equity
Investor Onboarding with Subscription Agreements
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Manual investor onboarding process with paper-based subscription documents, accredited status verification, and KYC checks causing delays.
Solution
FSC Action Plans with Experience Cloud investor portal for digital subscription document execution, integrated accredited investor verification, and automated KYC workflows.
Key Outcomes
- 70% reduction in onboarding time
- Digital subscription document execution
- Automated accredited status verification
- Faster fund closing
Tags
onboardingprivate-equitysubscriptionkyccompliance
Implementation Timeline
12-16 weeks
High Complexity