Transfer Agency: The Future of Private Market Services.
Private markets are no longer niche. For years, the industry has talked about democratisation — but in 2025 that conversation turned into action. Evergreen funds are booming, public and private managers are partnering at scale, the US issued an executive order expanding access to alternative assets, and UK pensions are under increasing pressure to allocate more to private funds. The shift is no longer theoretical. It’s happening fast — and it’s creating unprecedented scale and complexity for the infrastructure that supports the market.
2026 is the year to meet this moment. At Sonata One, we’re transforming private markets infrastructure, delivering a step change in technology and service that lets managers raise larger funds efficiently and gives investors a fully integrated, retail-ready experience.
Transforming the Investor Experience
In the first half of this year, we’re launching our Transfer Agency service, covering capital calls, distributions, and capital account reporting, completing our Select, Subscribe, Settle, See solution. With Sonata One, investors will be able to manage their full journey through a single profile, while managers gain a truly end-to-end platform for raising and running funds.
In short, fund managers can raise capital faster, and investors get the seamless, end-to-end experience they’ve been waiting for. Transfer Agency closes the “final mile” of private markets investing, exactly what the asset class needs as it opens to a broader audience.
Building Trust at Scale: Compliance, Service, and Global Reach
Private markets thrive on trust — and at Sonata One, that’s the foundation of everything we do. In 2026, we’re expanding our regulated footprint beyond Guernsey to Cayman, Luxembourg, and the US (as a broker-dealer), giving managers and investors confidence wherever they operate.
We’re also investing heavily in technology, service delivery, and expert support to provide a fully intuitive, retail-ready experience within the Sonata One platform. From live SLA tracking and transparent dashboards to retail-ready workflows, investors always have access to human support when they need it — while managers maintain clear visibility across every stage of the fund lifecycle.
Looking Ahead: 2026 and Beyond
Our roadmap for 2026 is ambitious but deliberate. Beyond Transfer Agency, new platform capabilities and a fully integrated SaaS solution give managers flexibility to insource, outsource, or add surge capacity, all while keeping operations seamless.
Everything we do comes back to one goal: helping managers raise larger funds, serving investors across the full lifecycle, and creating a private markets experience that’s simple, scalable, and accessible to institutions and individuals alike.
Looking to 2027, Sonata One will drive toward an exchange-like platform, connecting investors and funds more directly and unlocking new pathways for capital across the private markets ecosystem.
A Call to the Industry
Private markets are evolving fast. Investor expectations are rising, regulations are tightening, and managers need infrastructure that can scale, harmonise, and deliver streamlined, public-market-style experiences, with human support at key touchpoints.
Sonata One delivers that infrastructure. Our end-to-end platform — with the addition of Transfer Agency — gives managers a single, fully integrated solution backed by global compliance standards and human support, enabling them to raise bigger funds faster, serve investors seamlessly, and provide round-the-clock support.
Meet the market where it matters. Transform your approach to fundraising and investor servicing with Sonata One.
Sonata One. Private markets, delivered.
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