KYC Approved Once.
Everywhere.
Eliminate compliance pain with our
single sign off
Pre-approve your investors once across all your funds.
Download our KYC brochureInvestor KYC
Expert Support
Our team of experts is on hand to provide support when investors need it.
Investors in Control
Investors own and control their investment profile to ensure General Data Protection Regulation (GDPR) compliance.
Digital Document Verification
Digital document verification means no need to send paper copies for signing.
Ongoing Monitoring
We prompt investors to keep their profiles up to date and screen them every 24 hours through the Refinitivs's World Check database.
Globally compliant sign off
Give your clients a better
one-and-done experience
Every profile is authenticated and vetted against global sanctions and PEP lists.
Fund managers can raise capital faster while staying compliant across all AML jurisdictions.
Remediation
We onboard your existing investor & fund records
Automatically complete a gap analysis
After your approval, we invite your investors to update their profiles
Once signed off, they’re approved for all funds on our platform
Clients & Partners
Industry leaders already connected via our trusted hub:
Let’s connect
Each of your service providers still asking your investors for KYC, over and over again?
Join the KYC clearinghouse of the private markets.
Let’s talkYou don’t have to take our word for it. This is what our clients say:
IDR is nothing short of revolution for the investor onboarding process in the private funds market.
Jason Ment
Partner | StepStone
