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Case Study 03

An Investor
Subscribes.

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.

Step by Step

From link click
to signed commitment.

The entire subscription flow is digitised, compliant, and completed in minutes rather than days of back-and-forth.

STEP 01
Investor Clicks the Onboarding Link

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.

STEP 02
Clara Handles KYC & Onboarding

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 Clara — Operations
STEP 03
Mila Models the Financial Terms

Mila 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 Mila — Finance Principal
STEP 04
Gaio Generates & Handles NDA

Before 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 Gaio — General Counsel
STEP 05
Subscription Documents Signed

The 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.

Impact

Minutes, not days.

15m
Average subscription time
100%
Digital, paperless flow
3
AI agents involved
20+
Jurisdictions supported
Get Started

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subscriptions?

Give your investors a frictionless onboarding experience.

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