Can LPs complete the entire subscription process online?

Yes. Investors receive a link to a secure onboarding portal where they review fund documents, complete their subscription agreement, upload required KYC documents, and sign digitally.

How do you handle KYC for complex LP structures?

We regularly onboard fund-of-funds, family offices, trusts, and institutional investors with multi-layered ownership structures. We identify all beneficial owners, collect the required documentation, and run appropriate screening.

Who handles LP queries — us or you?

We handle day-to-day investor queries directly. If an LP has a question about their capital account, a distribution amount, or a tax form, our team responds. We route strategic or relationship questions to you.

How quickly do capital call notices go out?

Once you approve a capital call, we generate LP-specific notices, calculate individual amounts, and distribute them digitally. Usually within 24-48 hours.

What if an LP transfers their interest?

We manage the full transfer process: documentation, consent requirements per your LPA, KYC on the new investor, register updates, and capital account adjustments.

Do you support investor portals?

Yes. Your LPs get access to a secure portal where they can view their capital account, download statements and tax documents, review fund communications, and track their commitments.

Professional investor operations from first commitment to final distribution

We manage the full investor lifecycle: onboarding, KYC/AML, capital calls, distributions, statements, and ongoing communications. Every touchpoint reflects the operational quality your LPs expect.

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Investor operations, managed by our team

From the first subscription to the final distribution, every investor touchpoint is handled by our dedicated team.

Digital investor onboarding

A modern, streamlined onboarding experience for your LPs, from initial subscription through closing.

Key deliverables

E-signature, document collection, suitability checks, side letter tracking, closing coordination

KYC and AML compliance

Full Know Your Customer and Anti-Money Laundering checks on every investor, in every jurisdiction.

Key deliverables

Identity verification, beneficial ownership, PEP/sanctions screening, ongoing monitoring, FATCA/CRS

Capital calls and distributions

Capital calls and distributions executed on your behalf: calculated correctly, communicated clearly, processed on time.

Key deliverables

LP-specific notices, drawdown calculations, distribution allocations, payment reconciliation

Investor communications and reporting

Every LP receives clear, consistent communications throughout the life of the fund.

Key deliverables

Quarterly statements, annual reports, K-1 packages, ad hoc queries, investor portal access

Register and record maintenance

The record of your fund’s investor base: who committed what, when, and under which terms.

Key deliverables

Investor register, transfers, commitment tracking, side letter obligations, voting coordination

A single, managed process from commitment to exit

Onboarding setup

01

We configure your investor onboarding workflow: subscription documents, KYC requirements, suitability checks, and closing mechanics.

Subscription and closing

02

Investors complete subscriptions digitally. We verify identity, collect documentation, run compliance checks, and coordinate closing.

Ongoing investor operations

03

All recurring touchpoints — capital calls, distributions, quarterly statements, tax packages, and ad hoc queries.

Lifecycle events

04

Transfers, secondary sales, LP defaults, or wind-down. We manage the investor-side mechanics.

Investor services built for the way LPs actually work

Institutional LP standards

92% of institutional LPs prefer funds that use third-party administration. We make sure your investor operations meet the standard they expect.

Multi-jurisdiction compliance

KYC and AML requirements vary by jurisdiction. We handle the complexity across all nine jurisdictions we operate in.

Digital plus human review

Digital onboarding backed by a team that reviews edge cases, handles exceptions, and responds to investor questions.

Chosen by leading funds and institutions

Infra One made what used to be a painful process simple and fast. They handled the setup, admin, and reporting so we could start investing and raising immediately.

Brian Nichols

GP, Oakmont Ventures

The difference working with Infra One was immediate. The usually painful, months-long setup became a guided, intelligent workflow. They streamlined compliance, admin, and reporting, giving us clarity at every step. We were able to start raising and investing almost immediately.