New Client Onboarding for Private Equity Analysts with Intralinks
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 in Intralinks
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. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
Intralinks Integration Approach
Audit your Intralinks configuration
We map the specific Intralinks objects, custom fields, and workflows the automation needs to touch for your private equity practice.
Build on the Intralinks API or agent
Integration happens inside Intralinks — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Intralinks with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Intralinks instance
30-minute call. We'll look at your actual Intralinks setup and show exactly how this workflow fits.