Investor Onboarding
Our first purpose-built Intelligent Workspace.
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.
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.
