Subscription & Accreditation. Done Once
Close faster
Pre-approve your investors once across all your funds by leveraging our prepopulated eSubdocs capabilities, supported by our in-house investor onboarding experts.
- Digitise your subscription book
- Invite investors to complete our intuitive questionnaire.
- Our legal team reviews and verifies the information provided.
- Live dashboards keep fund managers and service providers updated.
How our Fund Subscription service works:
We replicate your counsel’s questions quickly and then show investors only those relevant to them.
- No more annexes or complicated navigation.
- Investors can pre-populate their answers
- Fully digital sign off with DocuSign.
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