Solution

Flexible for all Legal Work

One platform that adapts to any practice area; from M&A to litigation and more.

Example Investor Workspace View

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Intelligent workspace for investor onboarding

Etain's purpose-built workspace brings everything together in one intelligent workspace that automates key processes and learns from your workflow.

Streamlined KYC

AI-assisted verification that collects information once and automatically processes documentation.

Simplified Investment Documents

Quick document generation and signing with AI guidance for investors throughout the process.

Intelligent Due Diligence

AI-powered Q&A system that categorizes inquiries and provides draft responses based on past experience.

From onboarding to oversight, our platform streamlines every step. That means…

For Investors

Investors enter their information a single time and receive clear, step-by-step guidance through complex requirements - finishing tasks faster and with fewer errors.

For Fund Managers & Attorneys

Fund managers and legal teams gain automated task tracking, AI assistance for routine work, and complete visibility into every onboarding process—so nothing slips through the cracks.

Streamlined KYC

AI-assisted verification that collects information once and automatically processes documentation.

Simplified Investment Documents

Quick document generation and signing with AI guidance for investors throughout the process.

Intelligent Due Diligence

AI-powered Q&A system that categorizes inquiries and provides draft responses based on past experience.

The Intelligent Difference

Our workspace doesn't just connect tools - it actively helps everyone work smarter with AI agents that categorize information, draft responses, track tasks, and provide on-demand assistance so you can focus on what matters most.

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Investor Onboarding

A workspace that learns from your team’s unique experience, that anticipate your next moves, taking initiatives and solving tasks - while following your workflows.

The intelligent workspace streamlines KYC, investment documents, and due diligence. Smart forms collect data once, AI-guided investors confirm and sign effortlessly, and automated due diligence categorizes questions with draft responses based on your firm's expertise.

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KYC Form

Etain’s flexible form builder simplifies KYC, pre-filling past information and eliminating duplicates. Investors can complete forms effortlessly, and if they have questions, an AI agent is always available to assist.

Documents Creator

Features a flexible form builderwith smart pre-filling capabilities to eliminate duplicate information entry.Includes AI assistance for investors with questions.

Task Module

Etain Investor Onboarding keeps everything organized with tasks, checklists, and predefined processes. Need to know what’s next? Check your tasks. Waiting on something? It’s all there. Tasks update automatically, so you don’t have to.

Q&A Module

Fund due diligence Q&A is now effortless. Upload your questions, and the module categorizes them and alerts the right person. AI searches past answers, drafts a weighted response, and lets users review sources before approval. Each question becomes a thread for seamless follow-ups.

Clara Copilot

A project agent follows you throughout Investor Onboarding, handling the details—categorizing information, drafting answers, tracking tasks, and searching past experiences. It works in the background but is always ready to assist or provide insights when needed.

Value Proposition

Etain Investor Onboarding revolutionizesthis process by automating key part of the KYC/AML process, intelligentlystructuring investor data, and providing intelligent workflow automations thatensure faster, more accurate, and highly scalable onboarding.

Research

Built by lawyers, for lawyers, our research uncovers inefficiencies in legal workflows and drives AI-powered solutions. Through collaboration with leading legal institutions, we've identified ways to streamline processes, automate tasks, and enhance accuracy, making legal work smarter and more efficient.

Goal

Etain is transforming knowledge work by deploying superintelligent, autonomous business processes. By shifting from decentralized expertise to an organizational intelligence model, we enable businesses to capture, scale, and optimize knowledge - driving smarter decisions and more efficient operations.

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Join a select group of forward-thinking firms to shape the future of fund investor onboarding.

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