In-App Subscriptions Built for Modern Investor Onboarding
Steward enables investment firms to manage subscription documents directly within the onboarding and compliance workflow. Upload subscription agreements, collect investor information, and complete signatures in-app all in one fully integrated flow with KYC, AML, and investor onboarding processes.
No switching tools. No additional back and forths. Just one seamless, compliant flow from onboarding to allocation.
One seamless onboarding-
to-subscription flow
Move investors from onboarding to subscription without friction. Steward combines KYC verification, compliance checks, and subscription document completion into a single, guided experience. Reduce delays, drop-off, and manual coordination between teams.
Trusted for high-risk, high-
complexity KYC
"What started with one fund led us to move our entire portfolio to Steward, delivering seamless, AI-powered onboarding with a highly responsive team."
Mark Pettit
CFO @ Connect Ventures
"Steward's document-first onboarding quickly extracts required information, flagging gaps, and removing blockers, even for complex structures."
D'Arcy Martin
Platform @ Outward VC
"Steward cuts manual review time, improves decision consistency, and strengthens audit defensibility, freeing compliance teams to focus on higher-value work."
Sol Alagba
Head of Compliance @ IAB Group
"What started with one fund led us to move our entire portfolio to Steward, delivering seamless, AI-powered onboarding with a highly responsive team."
Mark Pettit
CFO @ Connect Ventures
"Steward's document-first onboarding quickly extracts required information, flagging gaps, and removing blockers, even for complex structures."
D'Arcy Martin
Platform @ Outward VC
Subscription management,
redefined
In-App Subscription Documents
Upload and manage subscription agreements directly within Steward. Documents are linked to the investor record and onboarding workflow for full visibility and control.
Integrated Data Capture
Investor information captured during KYC and onboarding automatically populates subscription documents, reducing duplication, errors, and manual re-keying.
Digital Completion & E-Signatures
Enable investors to complete and sign subscription documents securely in-app as part of the onboarding journey. Delegate to authorised signatory and witness documents all in one flow.
Compliance-Aligned Workflows
Subscription completion is gated by KYC, AML, and risk checks ensuring documents are only finalised once compliance requirements are met.
Centralised Record and
Audit Trails
All documents, signatures, timestamps, and changes are logged and stored as part of your regulatory compliance platform, supporting audits and internal reviews.
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Subscriptions embedded into your KYC and compliance workflows
Steward’s in-app subscriptions are embedded directly into your investor onboarding framework to work alongside KYC automation, AML screening, risk scoring, and ongoing monitoring.
This ensures subscription documents are not treated as a disconnected administrative task, but as a fully integrated step within your end-to-end compliance and onboarding process.
Frequently Asked
Questions
Product