An investor receives a link, completes onboarding, reviews terms, and signs subscription documents — all within a single session. Three AI agents handle the legal, financial, and compliance layers simultaneously.
The entire subscription flow is digitised, compliant, and completed in minutes rather than days of back-and-forth.
The investor receives a secure, personalised link from the fund's data room. Identity verification begins immediately with document upload, liveness check, and accreditation validation.
Clara runs KYC checks against global watchlists, verifies beneficial ownership, and validates investor accreditation status. The investor's Tabularum Identification Number is assigned upon successful verification.
Clara — OperationsMila presents the investor with a clear breakdown of management fees, carried interest, preferred returns, and waterfall mechanics. The investor can model different commitment amounts and see projected economics in real time.
Mila — Finance PrincipalBefore accessing confidential fund materials, Gaio generates a jurisdiction-appropriate NDA, presents it for e-signature, and logs the execution. The investor gains access to the full data room upon signing.
Gaio — General CounselThe investor reviews and e-signs the subscription agreement, side letter (if applicable), and any additional fund documents. The commitment is recorded on the cap table instantly. Confirmation is sent to both the investor and the GP.
Give your investors a frictionless onboarding experience.