Our
One-and-Done
Solution
The investor onboarding clearinghouse for the private markets.
Discover a seamless investment journey, for you and your investors.
Whether you’re looking to make your funds more accessible to new investors, deliver a better investor experience or increase the efficiency of your existing onboarding process – we’re ready to work with you.
As private markets insiders who have walked in your shoes we’re here to help you and your investors with substantive, intelligent and 24-hour friendly support.
Support across the entire fund lifecycle in one platform.
Raise bigger funds faster
Pre-approve your investors once across all of your funds, jurisdictions and service providers.
When you come to raise your second fund, all of your investors will be pre-approved. The remaining 50% are likely to also have an IDR profile as they are invested in at least one other fund that we service.
An industry-wide solution for investor onboarding.
The Problem
The private markets onboarding process today, across the whole industry, is not fit for purpose and holds back its growth beyond institutions.
The Solution
A single authentication for investors, across the private markets with support from our expert team.
REPETITIVE PROCESS
The Current Problem
The private markets onboarding process today, across the whole industry, is not fit for purpose and holds back its growth beyond institutions.
AUTHENTICATE ONCE
Our Solution
A single authentication for investors, across the private markets with support from our expert team.
Services for you
IDR is nothing short of revolution for the investor onboarding process in the private funds market.
Jason Ment
Partner | Stepstone
During our recent successful fundraising, 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
Founder | Beyond Capital Partners
Authenticate once across your portfolio. Invest with greater privacy and no hassle with your single access token to the private markets.
Support across the lifecycle of your investments in one platform.
Authenticate Once
Across accreditation, subscription, KYC and tax with 24-hour support from our expert team.
An industry-wide solution for investor onboarding.
The Problem
The private markets onboarding process today, across the whole industry, is not fit for purpose and holds back its growth beyond institutions.
The Solution
A single authentication for investors, across the private markets with support from our expert team.
REPETITIVE PROCESS
The Current Problem
The private markets onboarding process today, across the whole industry, is not fit for purpose and holds back its growth beyond institutions.
AUTHENTICATE ONCE
Our Solution
A single authentication for investors, across the private markets with support from our expert team.
Let's Connect
Ready for a better investor onboarding experience?
Let's talk
Working with IDR has made managing our investment-related KYC straightforward. The time we spend on responding to queries and requests for information has reduced significantly as IDR take care of these for us. We have kept tight control over our data and continue to limit access to sensitive KYC information.
Senior Portfolio Manager
| Ampega Asset Management GmbH
Connect all your private markets clients in one platform.
As industry insiders, we understand the challenges service providers face when completing investor KYC. We provide a complete solution - approving investors once, in one central hub with support from one expert team. We treat your clients like our own.
Partner with us
We have walked in your shoes and know what frustrates you. Let’s connect to work together and streamline your investor onboarding experience.
Join over 40,000 investors across over 5,600 funds by 300 managers in one central hub.
Karina Fochtman
Head of Channel Partnerships
Based in Chicago, USA Karina is focused o… read more
Karina FochtmanKarina Fochtman
Head of Channel PartnershipsSupport across the entire fund lifecycle in one platform
One universally compliant approval for investors:
Investors own and manage their own profile
Single source of truth – you have oversight of all requests across your entire client base
An industry-wide solution for investor onboarding.
The Problem
The private markets onboarding process today, across the whole industry, is not fit for purpose and holds back its growth beyond institutions.
The Solution
A single authentication for investors, across the private markets with support from our expert team.
REPETITIVE PROCESS
The Current Problem
The private markets onboarding process today, across the whole industry, is not fit for purpose and holds back its growth beyond institutions.
AUTHENTICATE ONCE
Our Solution
A single authentication for investors, across the private markets with support from our expert team.
Services for you
Let's Connect
Ready for a better investor onboarding experience?
Let's talk
Paper-based, repetitive client onboarding is increasingly untenable. We have watched IDR earn the trust of clients, grow over 25,000 investor profiles and become regulated in a sophisticated and mature jurisdiction like Guernsey.
Tony Mancini
Tax Partner |