As the year comes to a close, we are introducing one of the most significant expansions of the Vestlane platform to date. Alongside key stabilisation and compliance improvements, we are launching a brand-new module: KNOW YOUR ASSET — extending Vestlane beyond investor onboarding to cover the full investment lifecycle.

🚀 New Feature: KNOW YOUR ASSET (New Platform Module)

KNOW YOUR ASSET – Get KYC Clarity in Your Investments

With Asset KYC, Vestlane now supports compliance not only for investors (where capital comes from) but also for assets such as portfolio companies and target funds (where capital is invested).

This new module allows fund managers to run structured, collaborative, and audit-ready KYC processes for any counterparty they invest in – all within Vestlane.

How Asset KYC Works

1️⃣ A dedicated Asset workspace per fund

When opening a fund in Vestlane, you will now find a new Asset tab, next to the familiar investor workspace.

• Asset KYC operates independently from investor onboarding, allowing:
  • Separate access rights
  • Separate notification settings
  • Different internal teams (e.g. investment, legal, compliance) to work without overlap

Each team only sees what is relevant to them.

2️⃣ Create and manage Asset KYC processes

From the Asset workspace, you can:

• Create a new Asset KYC process
• Reuse existing asset profiles that were already KYC’d in Vestlane (e.g. if multiple vehicles invest in the same portfolio company)

The Asset dashboard gives you a clear overview of all ongoing KYCs, their status and pending comments or review requests.

3️⃣ Structured, review-based KYC workflows

Each Asset KYC follows a structured process covering from general details to tax information, and AML questions, of course. This workflow is customizable for each fund.

You can, review sections as they are completed, approve step by step and leave contextual comments directly where the information appears. This significantly reduces back-and-forth emails and improves collaboration.