Etain

Investor onboarding has always been a tedious, time-consuming process. Endless paperwork, back-and-forth emails, and repetitive compliance checks make it a frustrating experience for both fund managers and legal teams. If you’ve ever juggled multiple browser tabs, manually tracked investor details, or wasted hours chasing missing documents, you’re not alone.

But Etain is here to change that.

By introducing intelligent workspaces for legal professionals, Etain eliminates outdated manual processes and replaces them with automation, AI-driven assistants, and structured workflows. The first of these intelligent workspaces is built for investor onboarding in private funds, with more specialized legal workspaces on the way.

The result? A seamless, accurate, and scalable onboarding experience—for fund managers, legal teams, and investors alike.

Investor Onboarding Without the Chaos

Traditionally, onboarding an investor involves three core steps:

1. KYC Compliance – Collecting and verifying identity documents.
2. Investment Documentation – Preparing and executing agreements.
3. Due Diligence – Answering investor questions and ensuring compliance.

Each step brings its own set of complications—duplicate data entry, fragmented document handling, and compliance delays. Lawyers and fund managers spend hours tracking investor progress, often repeating the same tasks across multiple platforms.

Etain fixes this.

How Etain Streamlines the Process

• KYC Compliance, Simplified

  • Investors enter their information once—securely stored for future use.
  • AI agents validate KYC details, flag missing documents, and escalate only when manual review is needed.

• Seamless Document Handling

  • Investment agreements auto-generate based on pre-configured templates.
  • No more manual drafting—lawyers review, approve, and move forward instantly.

• AI-Powered Due Diligence

  • Common investor questions? AI categorizes and suggests responses based on past queries.
  • No more wasting time on repetitive Q&A—fund reviews move faster and with greater accuracy.

For legal teams and project managers, this translates into significant time savings. No more manually tracking investor status—Etain’s real-time updates and automated reports keep everything organized.

AI That Works Like an Extra Set of Hands

While many platforms automate basic tasks, Etain goes beyond form-filling. It acts as a smart assistant, proactively managing workflows, validating investor data, and keeping onboarding on track.

What Etain’s AI Can Do:

✅ Pre-fill forms with known investor information—eliminating duplicate data entry.
✅ Validate KYC details, flagging potential issues before they slow down the process.
✅ Auto-generate due diligence responses based on previous investor queries.
✅ Manage onboarding tasks—tracking checklists, deadlines, and outstanding actions.

Instead of just automating repetitive tasks, Etain’s AI actively assists, reducing administrative burdens and allowing fund managers to focus on high-value work.

Transparency & Efficiency at Every Stage

Investor onboarding isn’t just about compliance—it’s about creating a secure, streamlined, and transparent process that benefits all stakeholders.

Etain’s intelligent workspace:

• Centralizes all onboarding tasks in one place.
• Automates investment document generation to ensure accuracy.
• Reduces unnecessary back-and-forth with AI-powered due diligence.
• Provides real-time tracking and reporting—so teams always know where each investor stands.

For firms struggling with disorganized workflows, Etain is the structured, intelligent alternative that transforms investor onboarding from a bottleneck into a smooth, automated process.

The future of legal workspaces is here—and it starts with Etain.