IDR provides a complete investor onboarding solution connecting all parties involved in the investment process.

Fund managers, investors and service providers benefit from a one-and-done digital solution for subscription, KYC and tax via our global hub.

39,000 investors across more than 5,500 funds globally are already enjoying a friction free investment experience with IDR.

Get in touch or book a demo if you’d like to join them.

Next generation onboarding

Our solution is:

  • One-and-done  Fund managers and investors complete their profile once.
  • Complete  A one-stop-shop for all your onboarding requirements.
  • Friction free We eliminate all the frustrating and unnecessary problems that come with the traditional approach to onboarding, ensuring your investor relations always get off on the right foot.
  • Supported We offer a fully managed service. Live support and advice from our experts in KYC and compliance is available when you need it, ensuring the process runs smoothly from start to finish.
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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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.
We are the

One-stop-shop for


Quick, easy and accessible digital subscription for your investors

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One-and-done KYC, controlled by you

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Tax reporting doesn't need to be taxing

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Supporting you with peace of mind

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The one-and-done solution

Why IDR?

One-and-done digital passport

Shared across all your investments

A complete solution

We're the only regulated and fully digital investor onboarding solution

Managed service

Expert support when you need it from our global team

"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
We are delighted to be partnering with IDR and to offer our clients a market leading, convenient and stress-free onboarding solution. Oakbridge Funds and IDR are growing strongly together, with many new, mutual clients. We appreciate the benefits of a digital hub and believe that it is vital to the evolution and vibrant future of the funds sector, both in Jersey and beyond.
Robin Wilson
Robin Wilson Managing Director - Funds
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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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