Steward

Your LP committed €20 million. They’re now chasing you for an onboarding update. That’s a conversation no Investor Relations team wants to have. You spend months building confidence in your people, your strategy and your ability to execute. Onboarding should carry that confidence forward. Steward brings IR, compliance and fund administrators into one workflow with AI-powered document review and clear visibility into what’s outstanding. Fewer document chases. Faster answers. A smoother path from commitment to close. Because every interaction after “yes” should give your investors another reason to trust you. Lets discuss: https://lnkd.in/eF47ttzk

There’s a lot of company-building inside building a VC fund. You’re raising capital, meeting founders and developing your investment thesis. At the same time, you’re putting the foundations in place for a firm that investors will trust with their money. Quite a job for a small team. That’s what I like about what Rebekah Kasumu and 👋 Alexander Söderman are building at Plug Capital Ltd. They give emerging managers the regulatory, finance and operating support to get their funds off the ground and keep them running. I’m pleased that Steward is now part of that setup, powering KYC and AML onboarding for Plug and the managers on its platform. For me, the onboarding experience is something that defines the relationship between a VC and its founders. Founders should know what’s needed, what happens next and who can help. That’s the work we’re supporting together. Thank you, Rebekah, Alex and the Plug team, for your trust. Looking forward to supporting the funds you help bring to life. 👉 If you are looking to make client onboarding feel like a piece of cake, I recommend reaching out to us at https://lnkd.in/e956uN9p

Say 👋 to automated Request For Information! Love this new feature from the team! We know how hard it is to keep up with the pressure of an onboarding process, which is holding up a new client close. Most firms use emails, clunky and unconnected AML systems or good old excel to keep up with the manic nature of logging what is missing to complete an KYC process. No more waiting - the moment an application has been ingested into Steward using our AI Agents, the system auto-generates a Request For Information - pulling out individual data points (per related party) into one email. You can review, amend or delete data requests and send out with a click of a button. 👉 Want to learn more, check out Steward's capabilities here: https://lnkd.in/e6JaJPXN

Steward ships Adverse Media Screening - for Social Media! 🚀 This has been a wish list item for our clients for a while. Our AI Agents can trawl through social media posts and uncover risks before they appear in your cap table, LP register or vendor list. Screening is not one-dimensional - we already source search engine results and existing screening providers to give comprehensive AML coverage. We now have gone one step further - ensuring you are not missing something critical. Social media is the home for exchanging ideas and insights, but more and more has become a place for radical ideas, hate and crime. Everyone has a right to privacy, but that doesn't mean as a business customer you need to do business with firms or people that do not align to your core values. Our AI-assisted Screening solution can pick up on the things you want to know before you are committed through a contract. This is targeted to: - Asset Managers - Wealth Managers - Banks - Professional Services - Broker Dealers - Payment institutions - Other financial services 👉 Want to learn more, speak to us here: https://lnkd.in/eFzHBj9g

Thoroughly enjoyed being on stage at SuperReturn CFO/COO, showcasing what Steward is all about, a well as talking through the impact of AI in investor operations and AML/KYC. There is an exciting shift we are leading in the investor ops world, with opportunities to increase operational strength and risk management, without hiring a massive team to do this. Further, having spoken to many GPs during the event, it was clear that AML is still a big pain point for managers - so glad that we are making every onboarding a little more magical. For those of you that missed the event or just wanted to learn a little more about Steward, feel free to reach out here: https://lnkd.in/eYuXhjya

California calling ☀️ Steward is heading to GAIM Ops West in Dana Point this October. Looking forward to meeting the people shaping the future of alternative investment operations. If you’ll be there, Arik and I would love to connect.