Approve investors once across all your funds and service providers.
Compliant from Luxembourg to Delaware and everywhere in between, all in one central hub.
Investors create and complete a due diligence profile once. Then share it quickly and securely across their investments.
Why not join them?
More than 50% of the world’s private market investors are already pre-approved on our global hub.
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.
We prompt investors to keep their profiles up to date and screen them every 24 hours through the Refinitivs’s World Check database.
Digital Document Verification
Digital document verification means no need to send paper copies for signing.
We onboard your
existing investor and
complete a gap
After your approval, we invite your investors to update their profiles.
Once signed off, they’re approved for all funds on our platform.
You can keep track of progress through our dashboard.
Best of all, your investors are pre-cleared for your next fund.
You don’t have to take our word for it. This is what our global network of clients say:
IDR is nothing short of a revolution for the investor onboarding process in the private funds market.
Partner | StepStone