# New Client Onboarding for Venture Capital Associates with PitchBook

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Affinity, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [PitchBook](https://calish.com/workflows/tool/pitchbook/)
- **Role:** [Venture Capital Associate](https://calish.com/workflows/for/venture-capital-associate/)
- **Specialty:** Venture Capital
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-client-onboarding-for-venture-capital-associate-with-pitchbook/

## The Problem

Onboarding a new Venture Capital 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 PitchBook

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Affinity, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.

## PitchBook Integration Approach

1. **Audit your PitchBook configuration.** We map the specific PitchBook objects, custom fields, and workflows the automation needs to touch for your venture capital practice.
2. **Build on the PitchBook API or agent.** Integration happens inside PitchBook — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in PitchBook with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Client Onboarding for Venture Capital Associates](https://calish.com/workflows/new-client-onboarding-for-venture-capital-associate/)
- AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Affinity, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Other PitchBook Automations

- [Operating KPI Dashboard for M&A Analysts](https://calish.com/workflows/with/operating-kpi-dashboard-for-manda-analyst-with-pitchbook/)
- [Time Entry & WIP Capture for M&A Analysts](https://calish.com/workflows/with/time-entry-and-wip-capture-for-manda-analyst-with-pitchbook/)
- [Client Onboarding for M&A Analysts](https://calish.com/workflows/with/client-onboarding-for-manda-analyst-with-pitchbook/)
- [Tax Document Gathering for M&A Analysts](https://calish.com/workflows/with/tax-document-gathering-for-manda-analyst-with-pitchbook/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/with/tax-return-review-for-manda-analyst-with-pitchbook/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/with/client-status-communication-for-manda-analyst-with-pitchbook/)
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-manda-analyst-with-pitchbook/)
- [Bill Capture & AP Processing for M&A Analysts](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-manda-analyst-with-pitchbook/)

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