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Switch any time — your choice is remembered.
LP said yes. Don't lose them in 8 weeks of paperwork.
Onboard, verify, sign, and fund LPs in days — every step from soft-circle to wire received in one workflow.
Replaces DocuSign, Persona, and Excel. Works alongside your fund admin’s accounting system.
What we cover: your current LP-onboarding flow · how Ashta works alongside your fund admin · what week 1–6 of switching looks like.
↳ Onboarded → verified → signed → funded in seconds — every state captured in one audit trail.
Built for multiple jurisdictions across multiple countries.
Five vendors between commitment and capital.
Every step lives in a different tool. Median time from soft-circle to first wire: 8 weeks. The audit trail lives in 11 email threads.
- 01Day 0LP commitssoft-circle email
- 02Day 7KYC packet sentPersona / Onfido
- 03Day 21Sub docs returnedDocuSign
- 04Day 38AML clearedmanual sanctions screen
- 05Day 56Wire receivedFriday spreadsheet recon
Four vendors. One workflow. Zero handoffs.
Every step from commitment to capital lives in the same audit trail.
- 01
Onboard
Capture the LP, the entity, the commitment.
Replaces- PDF subscription packets
- Email back-and-forth
- 02
Verify
KYC, KYB, AML, accreditation — in-line, not in another tab.
Replaces- Persona
- Onfido
- manual sanctions screening
- 03
Sign
Generate, sign, countersign — every doc, every side letter, versioned.
Replaces- DocuSign
- Adobe Sign
- shared-drive version chaos
- 04
Fund
Wire instructions sent. Capital landed. State updated automatically.
Replaces- Friday commitment spreadsheet
- "did the wire land?" emails
One audit trail. Four vendors retired. Zero rekeying.
Talk to SalesEvery workflow between commitment and capital — in one place.
Capture leads, onboard LPs, sign sub docs, track commitments. Feeds your fund admin’s accounting system cleaner data, faster.
- Investor OnboardingFor Managers8 account types · Reg D 506(c) · accreditation · jurisdiction-aware
- KYC / KYB / AMLFor bothIn-line verification · multi-jurisdiction · no third-party tab
- Sub Docs & E-SignatureFor ManagersGenerate · sign · countersign · version · side-letter tracking
- Capital CallsFor AdminsSchedule · dispatch · track delivery · allocate per LP
- Distributions & NAVFor AdminsWaterfall (Euro/American) · multi-class · cross-fund consistent
- LP Statements & TaxFor AdminsQuarterly · annual · K-1 · T5013 · 1099 — generated per LP, per fund
- Share RegistryFor AdminsCap-table · vesting · transfers · ownership history
- Documents VaultFor bothFund docs · statements · tax · personal compliance — categorized
- Audit LogFor bothEvery event · timestamped · IP-stamped · exportable per fund or cross-book
Re-send a KYC. Re-launch a signature. Fix a wire.
Every transaction across every fund, in one ledger. Retrigger Docusign, retrigger KYC, edit payment dates — from the row, without leaving for a vendor dashboard.
Find any LP in seconds.
Every investor with type, country, risk, compliance status, profile completion, fund count, and last KYC date — searchable, filterable, exportable.
Your stack to close one LP: 4 vendors. 11 logins. 3 reconciliation jobs. Ashta: 1.
- DocuSign$50/seat/mo. Doc state lives in email.
- Persona / Onfido$15–25 per KYC. 2–3 day SLA.
- Excel commitment trackerManual updates. Breaks at audit.
- The IR inboxStatus questions in 11 threads.
- Generated subs, side letters, NDAs — all signed in flow
- KYC, KYB, AML, accreditation — multi-jurisdiction by default
- Commitment + wire state, live across the firm
- Investor messages threaded against the commitment, not the inbox
Your sub doc lives in DocuSign. Your KYC clear lives in Persona. Your commitment status lives in a spreadsheet. The LP lives in your inbox. None of them know each other.
Already evaluating another tool?
Detailed breakdowns of how Ashta compares to the platforms managers most often shortlist.
Your LPs see a clean, guided flow.
From the LP's first login to their tax pack at year-end — organized documents, live transaction state, in-portal liquidity. The downstream of running a tight operation.
Onboard any investor structure — once.
Eight account types from Individual to LLC. KYC, suitability, and personal details captured once — reused across every fund the LP commits to.
See every wire and state change live.
Confirmed, in progress, settled — one ledger with paid amounts, fees, and fund details. No more "did the wire land?" Friday reconciliation.
Built for execution at scale.
Now powering 32+ GPs across multi-strategy private markets.
General Partners
Investor accounts managed
Transaction volume
What changes in your week.
When LPs say yes, the gap to capital received is the difference between a closed fund and an open fund. Ashta closes that gap.
- BeforeChasing LPs through 11 email threadsWith AshtaSub doc, KYC, and signature in one flow
LPs onboard once. The IR team stops being a forwarding service for paperwork.
- BeforeSub doc state lives in DocuSign + Excel + your inboxWith AshtaLive commitment state across every LP
You can see — at a glance — which LPs are signed, which are funded, and which are still waiting.
- BeforeWondering if a wire actually landedWith AshtaWire received → state updated automatically
Bank reconciliation feeds the commitment record. No more "did the money come in" Friday emails.
Connects with tools you already use
Built for every asset class
Purpose-built workflows for the unique needs of each alternative investment vertical.