Investor Onboarding: From Opportunity to Subscription Agreement in One Platform 

One of the key aspects of successful capital raising is providing investors with a seamless onboarding experience. Traditionally, the journey from initial interest to commitment involved multiple documents, back-and-forth communications and a variety of manual tasks, all prone to data security breaches and compliance errors. Until recently, this tedious process carried the risk of driving investors away. 

The rise of digital solutions has transformed investor onboarding, allowing general partners (GPs) to deliver a streamlined, secure experience that meets investor expectations at every step. This reduces the risk of losing potential investors due to factors that have nothing to do with the asset’s quality. 

The Benefits of a Fully Digital Investor Onboarding Process 

Providing investors with a seamless and straightforward onboarding experience is now a crucial differentiator for capital raising success. Here’s how digital investor onboarding offers a competitive advantage for real estate investment professionals: 

• Reduced onboarding time: Enabling investors to complete all required steps within one accessible platform fast-tracks the process from initial contact to subscription agreement, ensuring quicker access to fund offerings. 

• Compliance and risk management: Digital, automated onboarding minimizes human error and reduces risks of non-compliance or data loss. 

• Increased operational efficiency: By optimizing administrative tasks, GPs can shift their focus toward sourcing more leads and reaching capital-raising goals. 

• Enhanced investor experience: A streamlined onboarding process not only minimizes delays but also fosters lasting, meaningful relationships between investors and general partners. 

• Scalability: A digital platform can accommodate a growing investor base without added staff, enabling seamless and sustainable expansion. 

Enhance The Entire Onboarding Process with Investment Manager 

Investment Manager, part of the Yardi Investment Suite, is a real estate software solution that connects all elements of investment management, including onboarding, fundraising and investor communications. With its investor CRM and branded portals, the platform enables investor relations teams to manage communications and onboarding efficiently in one place. Here’s how the solution streamlines investor onboarding workflows. 

End-to-End Subscription Process in One Platform 

Investment Manager guides investors through every onboarding stage, from discovering opportunities to signing the subscription agreement with features like: 

• Opportunity Dashboard: Prospective investors can easily register for the branded investor portal to access new opportunities with all the details. 

• Self-Service Profile: Investors can update their profile information directly and leverage known information to ease document completion. 

• E-signature: Investors can digitally sign all the required documents without needing an external platform. 

Managing the onboarding process within a single platform makes the process more efficient for investors while helping GPs cut costs and reduce security risks tied to using multiple systems. 

Fully Digital Communication 

Investment Manager facilitates communication with prospective and existing investors through an integrated toolset, enabling GPs to: 

• Automatically generate and send emails to investors with new opportunities 

• Configure contact distribution lists with advanced filtering 

• Securely send onboarding documents through the investor portal 

Automating communications and eliminating email and paper document distribution leads to a straightforward onboarding approach and eliminates the risks of investor churn, keeping them engaged throughout the entire process. 

Easily Configurable Onboarding Process 

To accommodate diverse needs, Investment Manager allows customizable onboarding workflows through: 

• Definable subscription workflow stages, with the option to add steps and set reminders 

• Milestones visible to both internal teams and investors via the investor portal 

• Assigned approval roles within the internal team 

These customizable options make it easy to tailor the onboarding process to specific requirements, enhancing process efficiency for GPs and investor satisfaction. 

Investor Activity Tracking 

Investment Manager provides visibility across every onboarding step, allowing investors and general partners alike to track and expedite the process: 

• GPs can monitor how investors engage with published opportunities, tracking views and downloads 

• Both investors and GPs can oversee subscription milestones, from profile updates to signature status  

These features are important for the investor onboarding process, as they enhance transparency, keep all parties informed and help prevent delays that could impact investor commitment. 

Employing a fully digital onboarding process within a connected investment platform is the way forward for real estate investment professionals. Tools like Yardi Investment Manager transform a complex, time-consuming process into a seamless and efficient experience, minimizing security and compliance risks while strengthening investor relations.