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KYC approved once. Everywhere.

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Investor KYC

Pre-approve your investors once across all your funds and eliminate the pain with our single sign off

  • Give your clients a better one-and-done experience.
  • We onboard your existing investor & fund records, automatically completing a gap analysis.
  • We screen every investor, every 24 hours through LSEG’s World-Check database. ​

How our KYC service works:

  • Investors own and control their own investment profile to ensure General Data Protections Regulation (GDPR) compliance.
  • Once signed off, they’re approved for all funds on our platform.
  • Every profile is authenticated and vetted against global sanctions and PEP lists.

Support across the entire fund lifecycle

Sonata One, harmony in a new era of private markets investing

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What 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

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Whether you’re looking for more information about our services, or just want to say hello, we’d love to hear from you.

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