# New Client Onboarding for Private Equity Analysts

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in PitchBook, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

- **Role:** [Private Equity Analyst](https://calish.com/workflows/for/private-equity-analyst/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Private Equity](https://calish.com/workflows/specialty/private-equity/)
- **Action:** New Client Onboarding
- **Canonical URL:** https://calish.com/workflows/new-client-onboarding-for-private-equity-analyst/

## The Problem

Onboarding a new Private Equity client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in PitchBook, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Tools & Integrations

- PitchBook
- DealCloud
- Datasite
- Intralinks
- Zapier

## How It Works

1. **Discovery call.** We map your current new client onboarding process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [PitchBook](https://calish.com/workflows/with/new-client-onboarding-for-private-equity-analyst-with-pitchbook/) — New Client Onboarding built natively in PitchBook
- [DealCloud](https://calish.com/workflows/with/new-client-onboarding-for-private-equity-analyst-with-dealcloud/) — New Client Onboarding built natively in DealCloud
- [Datasite](https://calish.com/workflows/with/new-client-onboarding-for-private-equity-analyst-with-datasite/) — New Client Onboarding built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/new-client-onboarding-for-private-equity-analyst-with-intralinks/) — New Client Onboarding built natively in Intralinks

## Related Workflows

- [KYC/AML Review for Private Equity Analysts](https://calish.com/workflows/kyc-aml-review-for-private-equity-analyst/)
- [Deal Sourcing & Screening for Private Equity Analysts](https://calish.com/workflows/deal-sourcing-and-screening-for-private-equity-analyst/)
- [LP & Investor Reporting for Private Equity Analysts](https://calish.com/workflows/lp-and-investor-reporting-for-private-equity-analyst/)
- [RMD & Distribution Tracking for Private Equity Analysts](https://calish.com/workflows/rmd-and-distribution-tracking-for-private-equity-analyst/)
- [Client Meeting Prep Pack for Private Equity Analysts](https://calish.com/workflows/client-meeting-prep-pack-for-private-equity-analyst/)
- [Portfolio Drift & Rebalance Alerts for Private Equity Analysts](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-private-equity-analyst/)

---

Book a free 30-minute consultation: https://calish.com/contact