Multi-step investor onboarding

Session management for KYC → Subscription → LP sign-off workflows

Typed document helpers

Full TypeScript support for LP Agreement, Subscription, AML/CRS forms

Real-time SDK events

Event emitter for field completion, signature requests, and compliance flags

Application flow helpers

Built-in methods: startSubscription(), fillLPAgreement(), submitAML()

Feedback loop API

LP corrections and re-submission without re-uploading entire document

Claude-powered field fill

AI-assisted document completion with reasoning engine and field validation

Conversational onboarding

Guided dialogue for KYC, FATCA, and subscription data collection

Auto-population from context

LP Agreement fields auto-populated from investor profile and session history

Confidence scoring

Per-field confidence scores — flags <80% for human review

Multi-jurisdiction support

US, UK, Cayman, Luxembourg fund structures with regulatory mapping

Full OpenAPI 3.1 spec

Published at /documentation/reference/sdk-ref-sessions with machine-readable schema for all PE investor document fields

Functional connectors

LP Agreement, Subscription Document, AML/CRS Declaration workflows

Swagger UI

Auto-generated reference with try-it-now support at /docs/reference

Key endpoints

/v1/sessions, /v1/documents, /v1/investor/*, /v1/investor/kyc

Subscription Document

ILPA and custom fund manager templates — read/write

LP Agreement

Clause-aware extraction and version diffing — read/write

AML/CRS Declaration

FATF and CRS reporting standards for 50+ jurisdictions — read/write

AES-256 encryption at rest

All investor documents encrypted with industry-standard AES-256

TLS 1.3 in transit

All data encrypted in transit with TLS 1.3

Auto-purge policy

PE documents auto-purged after 24hrs by default — configurable via API

SOC 2 Type I audit

Completed — Type II audit in progress