Delivering a superior investor experience isn’t just a nice-to-have—it’s essential. According to ThoughtLab's 2023 report, 68% of investors expect their providers to offer digital experiences on par with those from leading born-digital companies. Investors expect intuitive, seamless, and secure digital interactions that reflect the sophistication of the fund they’re engaging with.

Yet not all platforms are created equal. Many fall short of providing the high-caliber experience investors demand, either through clunky interfaces, disjointed systems, or compromises on security.

At Anduin, we take a different approach. Read on to explore how we built our platform to maximize customization for our clients

1. A fully branded experience

In 2025, creating a branded experience for your investors means much more than placing a logo in the corner. Every interaction should present a cohesive and professional reflection of your brand.

With the right tools, funds can seamlessly embed their branding throughout the investor journey - from the first email invitation to the virtual data room landing page, and even during form submissions. This consistency leaves a lasting impression on new investors and reinforces trust among long-term investors, strengthening their confidence in your fund.

Anduin makes this process effortless with self-service tools that let you implement updates instantly, eliminating the need to submit requests and wait weeks for changes. Your team can easily customize logos, buttons, and interface elements using a simple drag-and-drop editor while also creating personalized email templates for updates, reports, and announcements.

2. Seamless cross-system navigation

It’s common for funds to use virtual data rooms and investor onboarding from different providers. This approach can create a disjointed digital experience, requiring investors to log in repeatedly across systems - a process that is both inconvenient and frustrating.

While many investor onboarding platforms offer basic Single Sign-On (SSO) functionality for navigating within their own system, Anduin goes a step further. We extend this seamless login experience to external software as well.

For example, investors can transition effortlessly from Intralinks Data Rooms to Anduin’s Fund Subscription process without needing to log in again.

3. Customization for security enforcement

To provide investors and fund team members with seamless navigation while maintaining robust security, the Anduin platform allows funds to customize access controls easily.

Users are routed to the appropriate authentication policies based on their email or role (e.g., GP, LP, etc.). They simply input their email and role, and our system handles the rest, ensuring they only go through the policies you’ve set for them.

For users with multiple roles, you can establish role-based priorities to ensure a consistent and optimized experience. Additionally, fallback options, such as default credentials or alternative authentication methods, can ensure uninterrupted access for users who don’t fit typical access patterns.

With these customizable security settings, Anduin can set up everything once according to your fund’s specific needs and the system will manage it seamlessly.

Exceptional digital experience doesn’t have to be built from scratch

A well-designed digital experience is a critical differentiator in the private equity market. Investors increasingly expect seamless, secure, and intuitive interactions, and delivering on these expectations can set your fund apart.

With Anduin, providing a polished and personalized investor experience is simple and efficient. Our platform empowers funds to deliver a seamless and professional digital journey that reflects their brand, streamlines operations and safeguards sensitive data. Anduin bridges the gap where others fall short, ensuring your fund not only meets investor expectations but exceeds them.

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