Trusted by global clients

We are the

Complete solution for

Fund managers

Launch quickly, easily and cost effectively

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Service providers

Remove regulatory risk and streamline onboarding

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One-and-done secure and private solution

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Investor, private
Why IDR?

The trusted investor onboarding hub

Join over 40,000 pre-approved investors across 5,600 funds already on the IDR hub.

Supported by our experienced team, investors enjoy swift and efficient onboarding with live assistance when required. Once approved, investors can connect their ‘IDR Investment Passport’ to each of their investments while fund managers gain access to a pre-approved investor base across jurisdictions, products and service providers.

About IDR

How it works

Greater privacy.
No hassle.

  • ApproveWe create and approve full KYC profiles on your investments as part of investment due diligence.
  • ScreenScreen the shareholders and co-investors within your portfolio and keep the information up to date.
  • VerifyBanks and service providers requests to your portfolio can rely on us and test our records through our platform.
  • MaintainAll queries are handled by our helpdesk on your behalf.
  • FocusSo, you and your investments can focus on building value rather than chasing KYC.

Our solution

"Through this alliance, our clients can now benefit from a smoother, more cost-effective onboarding service fit for purpose in the 21st century, allowing them to focus on growing their businesses and serving their investors and clients."
Paper-based, repetitive client onboarding is increasingly untenable. We have watched IDR earn the trust of clients, grow to over 25,000 investor profiles and become regulated in a sophisticated and mature jurisdiction like Guernsey.
Tony Mancini
Tony Mancini Tax Partner, KPMG
During our recent successful fund raising, IDR’s excellent service was of great help and ensured a reliable and complete KYC process in time. The IDR team was very responsive which had been much appreciated not only by our team but as well by our investors. We can only recommend IDR and look forward to continuing to work with them going forward.
Christoph D. Kauter
Christoph D. Kauter Founder, Beyond Capital Partners
IDR is nothing short of a revolution for the investor onboarding process in the private funds market.
Jason Ment
Jason Ment Partner, StepStone
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Start streamlining your investor onboarding

We support the entire onboarding workflow across subscription, internationally compliant KYC, tax and MLRO services. Our hub is efficient, private and easy to use for investors while fund managers can control their whole onboarding process in one place and pre-approve investors across all of their investment strategies.

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