Solution

Onboard institutional investors in minutes — not months

Mercurium turns the messy, multi-week subscription process into a single guided flow: AI-powered questionnaires, instant KYC, automatic document validation, and live UBO mapping. Your fund admins stop chasing documents and start closing capital.

12 min
Median time from invite to signed subscription pack
The Pain Today

Subscription packs take 60–90 days. Most of that time is waiting.

Across the funds we benchmark, 80% of the elapsed time on a new investor sits in three places:

  • Document chasing. Email back-and-forth for missing pages, wrong versions, expired IDs.
  • Manual KYC review. An ops analyst opens 12 tabs, copies fields into a spreadsheet, runs sanctions, prints results.
  • UBO unwinding. Mapping a corporate investor through 4 layers of trusts and SPVs by hand.

None of that work scales. Hire 3 more analysts and you still wait the same 60 days.

How Mercurium Solves It

One adaptive questionnaire — every check happens automatically behind it

The investor uploads a passport and a few company docs into a guided form that adapts to their entity type. Behind the scenes Mercurium runs document intelligence, sanctions, PEP, adverse media, UBO mapping, and source-of-funds validation in parallel. Your team only sees what needs human judgement.

Adaptive AI questionnaire

Fields appear and disappear based on the investor's entity type, jurisdiction and structure. No more 80-page generic PDFs.

Real-time KYC + sanctions

OFAC, UN, EU, UK HMT and 100+ language adverse media — all run the moment a doc is uploaded.

Live UBO mapping

Mercurium walks the corporate structure, flags >25% beneficial owners, and chains screening across the chain.

Auto-structured data room

Documents are classified, OCR'd, validated and dropped into the right folder before your team sees them.

Investor self-service status

LPs see exactly what's pending and what's done. The status-chasing email loop disappears.

Audit trail by default

Every check, every reviewer, every doc version — exportable as a single PDF or audit pack.

Live Platform UI

See the actual product

These are real Mercurium screens. Hover to straighten — book a demo to drive them with your own data.

Adaptive KYC questionnaire

Fields adapt to the investor's entity type. Documents link directly to the answers they justify.

Live UI · click-disabled preview
Adaptive KYC Questionnaire
Dynamic fields per investor profile · auto-saves · audit-trail
72% · 8 of 11 sections
Individual Corporate / Trust Fund of Funds Family Office
Adaptive fields shown for "Corporate / Trust"
🇱🇺 Luxembourg · LU
USD 25,000,000.00
3 documents linked to this answer
Bank statements (Q1) · Wire confirmation · Source declaration
Auto-validated
Sarah J. Chen — 27.4%
David Chen — 25.0%
+ Add UBO

Auto-structured data room

Mercurium classifies every uploaded document and slots it into the right folder.

Live UI · click-disabled preview
Data Room · Atlas Capital LP
Auto-structured · 47 docs across 5 folders · Last activity 2 min ago
100% complete
Subscription Agreement — signed.pdf
17.4 MB · S. Chen · 12 min ago
Validated
Side Letter — fee waiver.pdf
2.1 MB · S. Chen · 12 min ago
Validated
Passport — S. Chen.jpg
1.8 MB · S. Chen · 14 min ago
OCR · MRZ
Bank Statements — Q1 2026.xlsx
540 KB · S. Chen · 18 min ago
Needs review
Source of Funds Declaration.pdf
320 KB · S. Chen · 22 min ago
Validated

Background checks run in parallel

Sanctions, PEP, adverse media in 100+ languages and corporate registries — all behind one click.

Live UI · click-disabled preview
Background Checks
Real-time screening across 222M+ entities · OFAC · UN · EU · PEP · Adverse Media
4 sources running
Person
Sarah J. Chen · UBO · 27%
Company
Atlas Capital Partners GP, LLC
Sanctions Screening
No matches across OFAC SDN, UN Consolidated, EU Restrictive, UK HMT
820ms
PEP Match — Family Member
Spouse: David Chen · Senator (US, NY · 2019–) · review recommended
1.2s
Adverse Media · 100+ languages
12 articles reviewed · 0 negative · 1 positive (industry award)
3.4s
Corporate Registries
UBO confirmed in 3 jurisdictions · UK Companies House · DE Handelsregister · LU RCS
2.1s

End-to-end workflow

Every step above is one node. Compliance teams build, version and audit the whole flow visually.

Live UI · click-disabled preview
Investor Onboarding · v3
Validated 247 runs · 24h p50 · 3.4 min
Document Upload
PDF · Email · API
Trigger
Document Intelligence
Structure · Entities · Tables
98% accuracy
Auto-Classify
112 doc types
KlassifAI
Background Checks
222M companies · OFAC · UN
Person & Company
Translator
100+ languages
GDPR-resident
Compliance Report
PDF + audit log
Auto-generated
Outcome

Compliance teams that ship 5× more closes per analyst

Fund admins using Mercurium close 4–6× more subscription packs per quarter without adding headcount. Investor experience improves your LPs no longer chase you for status updates because the platform tells them in real time.

12 min
Median time per investor pack
98%
Document accuracy on first pass
More closes per analyst per quarter

Ready to close your next investor in minutes?

Book a 30-minute demo with your own subscription pack, see real results on your data.

Book a Demo
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