Solutions
Contact us
Investor Passport
Globally compliant. Verified once.
Whether you’re a GP or an LP, you can trust our expert team to handle all investment related KYC and Tax enquiries on your behalf.
- Navigating the KYC requirements associated with making an investment can be time-consuming and repetitive. Sonata One simplifies and streamlines the process with two efficient solutions.
- Investor Passport, which eliminates the hassle of repeatedly sharing your sensitive information with your portfolio; and
- Investment KYC, which ensures fast, secure, and compliant due diligence on your investments
How it works:
- Complete your profile once
- We’ll approve your profile to the highest industry standards
- Our team will share your Investor Passport securely via our platform
- We act as firewall for all KYC related queries
Sonata One, harmony in a new era of private markets investing
Get in touchWhat our partners and clients say
"Sonata One is nothing short of a revolution for the investor onboarding process in the private funds market.”
Jason Ment
Partner, StepStone
"Paper-based, repetitive client onboarding is increasingly untenable. We have watched them 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, KPMG
"Their excellent service ensured a reliable, complete KYC process on time. The team was very responsive. We recommend them and look forward to continuing our collaboration."
Christopher D. Kauter
Founder, Beyond Capital Partners
Get in touch
Whether you’re looking for more information about our services, or just want to say hello, we’d love to hear from you.
Contact us