Sonata One

bySonata One

Sonata One is a private funds clearinghouse that connects over 53,000 investors with 6,500 funds and 180 fund managers globally. The platform offers an end-to-end solution for fund selection, subscription, settlement, and reporting, streamlining the private markets investment process. Investors benefit from a seamless experience across the fund lifecycle, supported by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital more efficiently and cost-effectively from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide, including the US, UK, and Luxembourg.

Features

  • End-to-End Investment Lifecycle Management: Supports fund selection, subscription, settlement, and ongoing portfolio reporting within a single platform.
  • Global KYC Passport and Onboarding: Provides a "one-time" investor authentication model, allowing users to complete KYC and due diligence once and reuse credentials across multiple funds.
  • Fund Subscription and Administration: Facilitates digital subscription workflows for private funds, including document handling and investor verification.
  • Compliance and Regulatory Support: Includes tools for KYC, AML, tax reporting (e.g., CRS/FATCA), and regulatory oversight, applying a globally standardized compliance framework across jurisdictions.
  • Investor and Fund Manager Network: Connects a network of over 53,000 investors with thousands of funds and fund managers, enabling access to pre-verified investor pools and supporting broader distribution strategies.
  • Data and Workflow Integration Across Stakeholders: Brings together investors, fund managers, and service providers on one platform, supporting shared workflows and standardized data exchange to reduce operational friction.
  • Managed Services and Support: Offers ongoing operational support for onboarding, compliance, and investor servicing, including 24/7 assistance, to help firms handle complex investor queries and lifecycle events.

Product Details

Pricing
Custom
Deployment
Cloud
Location
🇬🇧 Guernsey, United Kingdom

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