Solution introduction

Streamline investor onboarding with a fully digital, compliant, and configurable solution that simplifies identity verification, subscription workflows, and multi-jurisdictional compliance for faster closings across all investor types

Accelerate onboarding with real-time KYC/AML checks, seamless investor workflows, and flexible compliance controls. Bite Stream helps fund managers onboard institutional and wealth channel investors efficiently, securely, and at scale

Investor onboarding is one of the most critical yet complex stages in the private capital lifecycle. Bite Stream transforms this process with a fully digital onboarding solution that helps fund managers reduce friction, increase speed, and maintain rigorous compliance from day one.

Built specifically for private markets, Bite Stream offers a streamlined experience for both investors and fund managers. Investors can create accounts, complete KYC and AML steps, and execute subscription documents through a single, intuitive interface. Managers gain real-time visibility into onboarding progress and can quickly identify any bottlenecks or compliance issues.

The platform is configurable to align with firm-specific processes and jurisdictional requirements. Whether you are onboarding institutional LPs or accessing the wealth channel, Bite Stream ensures compliance through dynamic investor screening, automated document collection, and identity verification tools.

With support for multiple jurisdictions and investor types, Bite Stream helps managers offer tailored onboarding journeys that meet regulatory standards without compromising on user experience. Status tracking, real-time updates, and secure digital signatures enable investors to complete onboarding faster and with greater confidence.

By eliminating manual processes and enabling smarter compliance workflows, Bite Stream empowers firms to accelerate time to capital, improve investor satisfaction, and scale their distribution efforts more effectively.

 

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