ISM Platform Demo
Live Investor Onboarding Journey: Intake → Validation → Resolution → Close
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1
Segment 1: Intake & Submission
LP submits subscription document. System ingests PDF, reads it, captures investor information.
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Segment 2: AI Validation
AI agents run KYC/AML screening, accredited investor checks, document completeness review.
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Segment 3: Handoff & Transparency
System routes to right teams (AML, compliance, IR) based on findings. Shows audit trail.
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Segment 4: Exception Handling
Wire instruction change detected near capital call. Auto-block with RBAC alerts.
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Segment 5: Resolution & Close
Exception resolved. Dashboard goes green. AI-generated summary.