Every commitment to a fund starts with an onboarding process. Before capital can be called, investor information needs to be collected, reviewed and approved.

For an early-stage investor such as Concept Ventures, that operational work sits alongside the more visible part of the job: meeting founders and investing in companies at the earliest stages.

And now they have selected Steward to manage the KYC and AML processes for investors subscribing to its funds.

How Steward supports Concept Ventures

We bring investor information, document review, ownership checks and screening into a single onboarding workflow.

Sanctions, PEP and adverse media screening are built directly into Steward, including sanctions coverage across more than 60 jurisdictions. This removes the need to manage a separate screening platform and keeps the underlying evidence alongside the investor file.

Our AI models review submitted documents, extract the information that needs to be checked and help filter screening matches that clearly do not relate to the investor. Instead of working through long queues of potential matches, reviewers can focus their attention on the cases that require judgement.

Where further information or a decision is needed, the relevant documents, screening context and outstanding questions remain together in the same workflow. Teams can assign tasks and track what is still required without moving between systems.

This is particularly important for higher-risk cases, where a risk label or screening result alone rarely provides enough information to make a decision.

We are pleased to be supporting the Concept Ventures team as they continue investing in the next generation of companies.

Steward is an AI-first KYC and AML platform for investor onboarding, used by fund managers, AIFMs and fund administrators.

If you are raising a fund and thinking about how to make investor onboarding more efficient, book a walkthrough.