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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

  1. Onboarding setup

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

  2. Subscription and closing

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

  3. Ongoing investor operations

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

  4. Lifecycle events

    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

  • I launched my first two funds on AngelList. Infra One is what I wished existed back then — a truly global service with real ambition to handle formation and admin across jurisdictions, not just US-only.

    Andreas KlingerGP, Prototype Capital

  • From entity formation to LP onboarding to quarterly reporting, Infra One handled it all so I could focus on deploying capital. What would have taken months with lawyers and accountants was done in weeks.

    Nicola SinclairGP, Twin Track Ventures

  • Compliance, tax filings, investor reporting — the stuff that buries first-time managers is exactly what Infra One takes off your plate. We launched with proper infrastructure from day one.

    Simon LancasterGP, Omni Ventures

Investor services is available in

From our Insights section

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Investor services questions

  • 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.

  • 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.

  • 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.

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

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

  • 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.

Give your LPs the experience they expect

From onboarding to distributions, we manage every investor touchpoint so your operations reflect the quality of your investment strategy.

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