Sonata One has doubled investor support with a new Silver Service tier—a key milestone in a significant and sustained investment program focused on scalable technology and expert human support.
The introduction of Silver Service further enhances our client servicing capabilities, enabling faster fund closings for managers and a better experience for investors.
Highlights:
- Doubles responsiveness, with standard response times reduced to under 24 hours
- Enhances our ability to deliver white-glove investor service at scale
- Enables fund managers to raise bigger funds, faster, across a wider pool of investors
- Accelerates the ongoing democratisation of private markets
Scalable Technology. Expert human support.
Onboarding and investing in private markets has traditionally been a complex process—even for experienced investors—often involving cumbersome subscription documents and numerous KYC data requests.
As fund managers raise larger funds from a broader and more diverse investor base, access to scalable technology—backed by timely, expert support—has become mission-critical.
Our rapidly growing network now includes over 53,000 investors, ranging from institutions (including more than 90% of the largest US and European pension funds) to retail and high-net-worth individuals—all of whom expect a seamless investment experience and ready access to knowledgeable support.
From day one, our service model has been built to meet these expectations. Powered by user-friendly technology and supported by a team of legal, compliance, and tax professionals, our solution enables managers to onboard investors at volume while ensuring investors have access to the support they need, exactly when they need it.
A Sustained Commitment to Client Support
Silver Service is part of an ongoing investment in our fully supported fund lifecycle offering. Featuring faster turnaround times and increased responsiveness across all services, it builds on the successful rollout of 24-hour support, as well as the establishment of dedicated CRM and Client Success teams.
Looking ahead, the launch of our Transfer Agency service later this year will allow investors to select, subscribe, settle, and see all their private market investments through a single platform.
Together, these developments reinforce our goal of helping fund managers to raise bigger funds, faster, with confidence that their investors are benefitting from white glove support, across the entire fund lifecycle.
For more information, reach out to Rory Blazeby, Head of Client Relationship Management.
