Investor onboarding & KYC for funds
Onboard investors in days, not months.
Colibri brings digital subscription, KYC, compliance and lifecycle management into one AI-powered platform — so your team spends less time on manual review, and your investors get a far smoother experience. Up to 10× faster, end to end.
The problem
Onboarding still feels painful for investors and analysts.
Most compliance teams treat KYC as a linear pipeline of forms and checklists. Analysts retype data by hand, chase investors for the same documents two or three times, and wait weeks for a single case to close.
When AI does step in, it is usually a black box. You cannot trace extractions back to the page, cannot audit, and cannot fully trust.
- 01Onboarding takes 30 to 95 days per investor.
- 02Chasing documents costs about 1.5 hours of officer time per case.
- 03Manual reviews and black-box AI slow every decision.
The solution
An analyst that shows its work.
Colibri works like an active analyst — building understanding, mapping ownership, surfacing gaps, and reaching conclusions you can trace. Every fact it extracts links straight back to its exact place in the source document.
Subscription, screening, risk scoring and lifecycle management share one workspace, so most cases close in days and many actions resolve on their own.
- 01Investor portal — a self-service space that pre-fills forms and checks documents automatically.
- 02Ownership intelligence — UBOs and corporate trees mapped automatically.
- 03Action-driven operations — concrete, trackable steps, not vague checklists.
See it on your own cases.
We are onboarding a first group of funds and administrators now. Join the waiting list for early access, or book a meeting to see Colibri run on cases like yours.