Design partner use case

Upper Mid-Market
Private Equity Firm ~$5B AUM

3

Onboarding time reduced from 3 weeks cut to just 4 days

20%

Investor effort reduced, LPs only complete 10–20% of fields.

50%

Compliance work halved, teams cut manual reviews by 50%.

The problem

The firm was onboarding a mix of offshore trusts and multi-tier holding companies. Compliance teams spent weeks tracing beneficial owners through multiple jurisdictions, often receiving incomplete documentation. Information had to be manually copied into subscription agreements, investor registers, and KYC/AML forms, forcing repeated document requests to LPs.

Blackbird Impact:

Using AI-powered automation, Blackbird automatically extracted key data from uploaded trust deeds, corporate registries, and identification documents.
Blackbird’s entity-resolution engine mapped cross-jurisdictional ownership layers into a clear visual structure.
KYC and regulatory forms (including FATCA/CRS and beneficial ownership declarations) were pre-filled, eliminating repetitive data entry for both LPs and internal teams.

Outcome:

Complex LP onboarding cycles shrank from an average of 3 weeks to just 4 days.
Because entity data, prior filings, and registry records were automatically pulled and re-used, LPs only needed to confirm or supplement 10–20% of the required fields.
The compliance and operations team halved their manual review workload, enabling the firm to scale investor onboarding without hiring additional staff.

Book a Demo

Design partner use case

Upper Mid-Market Private Equity Firm ~$5B AUM

3

20%

50%

The problem

Blackbird Impact:

Outcome:

Upper Mid-Market
Private Equity Firm ~$5B AUM