A data engine to standardize investor data and unlock operational alpha.
Anduin’s IDM is the foundation for AI-powered investor operations. A single source of truth for your teams — and the brain and memory layer for AI — providing a structured, governed record of every investor, every fund, and every relationship.
Investor Data Management (IDM) builds and maintains a permanent investor profile that persists across every fund your firm raises. Data captured in Fund II carries into Fund III automatically.
results
Trusted by firms managing over $7T in assets.
≤70%
Review time reduction
98%
Human error reduction
24/7
Availability
Investor Data Management (IDM)
Scale, with real outcomes
Golden source of truth across all investors, funds, and operational teams
Investor Passport
Pre-filled subscriptions
Enable your existing investors to complete their subscription documents within minutes.
Onboarding Reviews
Flag mismatches and accelerate review processes
IDM compares each submission against the investor's profile, flags any changes for your team to review, and then take action.
Compliance and Tax Monitoring
Mitigate risk with automated document refresher
AI-powered IDM extracts and tracks expiration dates from passports, tax forms, and identity documents across your entire LP base.
The memory layer for your AI.
Integrations
Connect your existing tech stack to IDM in minutes
IDM's permission-controlled data layer gives every internal team access to the investor information relevant to their function.
01
Investor Relations
Accurate and up-to-date LP profiles make outreach personalization quick and easy.
02
Finance & Operations
IDM stores LP commitments and wire instructions in one place — no reconciling across systems before every capital call.
03
Compliance and Tax
AML/KYC document expiration runs automatically — compliance teams work from data, not spreadsheets.
04
Fund Administration
Post-close workflows — LP transfers, voting, capital calls, distribution, investment performance reporting — execute from the same investor record that powered the close.
05
Client Services
Run subscriptions, maintain one reusable investor record with KYC/AML, distribute fund documents securely, and give LPs self-service access to commitments and statements; cutting NIGO cycles and routine inbound.
AI-readiness
AI is only as intelligent as the memory behind it.
IDM provides that memory. It keeps every investor record verified, structured, and consistently formatted, giving AI a trusted foundation to power investor operations from a single source of truth.
“For each field of investor data, we asked, what is the golden source for that information? Anduin's Investor Data Management is the golden source for the majority of the subscription data.ˮ
Christa Teevan
SVP Client Services
Neuberger
One platform. Full investor lifecycle.
IDM is the core of Anduin's investor operations platform - the brain and memory layer for AI
Fund Subscription
Smart subscription document that guides and adapts
Custom tooltips, real-time validation, and dynamic logic tailored to each investor's type, jurisdiction, and responses.
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