02Onboard

From term sheet to funded LP.
No PDF attachments.

Digital subscription documents, e-signatures with full evidence trails, and business onboarding down to every beneficial owner. Completed in one sitting, not one quarter.

Both sides of onboarding.

Onboarding has two users. Here is what each one lives.

Your investors see one clean form with your fund's name on it. You see the record building itself.

  • No accounts, no passwords. Your LPs open a link with your fund's name on it.
  • You countersign; the register updates itself. Nothing re-keyed, nothing lost.
01

Subscription documents that fill themselves out.

Conditional logic, eligibility and accreditation checks, one data-entry pass, e-signatures with full evidence trails.

Fund documents (PPM, LPA, side letters) shared, tracked, and acknowledged in the same thread before the subscription opens.

02

What your investors actually see.

No dashboard. No account creation. One clean form with your fund's name on it.

They open from an email link, complete everything on a phone, sign once, and they're done. Your LPs never see your back office. They see Meridian Fund I.

03

Business onboarding down to the beneficial owner.

KYB, entity documents, and the UBO tree in one pass.

Entity structure maps once. Every beneficial owner is identified before verification starts, so nothing is re-keyed when screening begins.

04

One sitting, not one quarter.

Progress, reminders, and discrepancy flags that keep the file moving.

Managers see where each LP stands. Incomplete steps remind themselves. Name mismatches and missing docs surface before countersign, not after.

Migration

Already running a fund?

We bring your existing register, documents, and history onto Klugrid in an afternoon: CSV import, bulk document upload, grandfathered verification, and fresh screening across the whole book. Then every investor, old and new, runs on the same grid.

Signed here, verified in Verify, funded in Administer. One thread, no re-keying. See how Klugrid verifies →

Fund operations don't need another tool.They need one system that replaces ten.