Repetitive data entries and high error rates are well-known problems in investor onboarding, slowing down fund closings and frustrating LPs. But it doesn't have to be that way. Anduin provides multiple data pre-filling options that can make it easier for your investors. 

Here are five ways Anduin helps you pre-fill forms for your investors:

1. Reuse Past Subscription Data for Pre-fillings

Long-term investors can use the existing data from past subscriptions to pre-fill their current onboarding documents. By pre-filling with validated data, documents are completed faster and more accurately. 

In the Anduin platform, GPs can see this option when adding investors to a new fund. Autofill from past forms is available for investors with one or more past fund subscriptions. GPs can choose which past form to pull data from based on an automatically calculated similarity percentage. 

Investors will find up to 90% of their new subscription forms pre-filled, with the flexibility to make any necessary adjustments.

2. Consolidate, update, and pre-fill with Investor Data Management.

Auto-filling saves time, but it's only effective when LP data is accurate and up-to-date. Without a mechanism to automatically update data, GPs may still face the challenge of expired documents, contact changes, or subscription form variations. Fund teams need an efficient way to not only autofill but also keep the LP data up-to-date.

With Investor Data Management (IDM), LP data is stored, maintained, and pre-fill efficiently with

• Expiry watch: IDM extracts the expiry dates on IDs and documents and alerts you when the expiration date is approaching.
• Master profile: Each LP has a master profile that is constantly updated using the information in the latest documents. IDM will automatically flag the mismatches between the LP master profile and the new document. You can tag LPs using our comment feature and resolve the mismatch efficiently. 

3. From static spreadsheets to dynamic pre-filling data

Spreadsheets are an inevitable part of the investor onboarding process. As much as we like 100% data consolidation, some data has to be in spreadsheets before that, not to mention the multiple historical funds spreadsheet trackers through the years. 

Anduin can help map the important LP data in these spreadsheets to your fund subscription documents. You can create investor subscriptions using the Anduin import template, which has standard fields such as first name, last name, contact email, investment entity, estimated commitment, and investor group. You can also easily add other types of data using your custom import template. 

With a bit of modification to your spreadsheet, all of your LP data can be uploaded to Anduin, where you can pre-fill subscription documents, monitor your LP data, or create reports. 

4. Allow LPs to initiate autofill using Investor Passport.

Anduin has helped over 40,700 investors onboard. We understand their time is valuable, and GPs would not want them to face friction during onboarding. 

On Anduin, GPs can turn on the option for LPs to start saving their key information, such as contact details and past form data on Investor Passport. When future subscriptions start on Anduin, LPs can complete this process with just a click, using the data saved in their Investor Passport profile.

LPs can invite collaborators to help maintain their profiles and submit subscription documents. By involving LPs and their collaborators, the Investor Passport is effortlessly kept up-to-date, reliable, and ready for auto-filling. 

5. Integrating CRM Systems via Public APIs

Your CRM likely holds multiple LP data points needed for the subscription form. Without integration between your CRM and the investor onboarding tool, the process can quickly become bogged down by spreadsheets and manual imports and exports.

With CRM integration, GPs can automatically extract relevant investor data directly from platforms like Salesforce and put it into systems like Anduin. By ensuring that data fields are correctly mapped between systems, GPs can streamline the process, reducing manual entry and improving data integrity.

Turning Data Into a Powerful Tool for Fund Managers and Investors

Having the right tools to store, organize, and update LP data is more than just an operational convenience—it's a game changer for fund managers. 

Anduin data storage and pre-filling solutions provide investors a shortcut to future investment. When LP data is securely stored and easily accessible, fund managers can act quickly and confidently, knowing everything is ready when needed. Our pre-filling solutions consider both parties' experience, ensuring the fund onboarding is seamless for LPs and reliable for GPs.

See how Anduin can power your next raise
Book your demo today →