ClearPath replaces the paperwork, back-and-forth, and compliance headaches of fund onboarding with a single intelligent workflow — so your team can focus on running the fund.
Trusted by funds and allocators worldwide
One platform to replace the spreadsheets, PDFs, and email chains. ClearPath handles the entire flow from first touch to funded commitment.
Upload your existing sub docs — ClearPath adapts to your language and structure. Investors complete guided workflows that are accurate on the first pass, every time.
Built-in identity verification, sanctions screening, and PEP checks across every major jurisdiction. Stay compliant without lifting a finger.
Multi-jurisdiction, multi-currency, multi-language. Whether your LPs are in Zurich or Singapore, the experience feels local.
Track every investor's progress through the pipeline. See who's stalled, who's complete, and where the bottlenecks live — in real time.
Give your LPs a white-labeled portal that feels as polished as your fund. Secure document sharing, e-signatures, and status updates in one place.
Connects to your existing CRM, fund admin, and data room. Pre-fills investor data automatically and keeps every system in sync.
Get your fund onboarding live in days, not months.
Bring your existing subscription docs, side letters, and compliance requirements. ClearPath ingests them and builds intelligent, guided workflows automatically.
Send a single link. Investors complete everything — sub docs, accreditation, KYC — in one clean session. No printing, scanning, or back-and-forth.
Get complete, accurate, and compliant packages delivered to your team. Review, approve, and move to funding — all from one dashboard.
ClearPath cut our onboarding cycle from three weeks to four days. Our ops team went from chasing signatures to actually closing. It's the single best workflow change we've made.
See how ClearPath can transform your fund's investor experience. Book a 20-minute demo with our team.
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