From 80 pages
to an 8-step questionnaire

What used to be long, repetitive, and error-prone becomes a guided, adaptive experience - built to collect only what’s needed.

Investor Onboarding, Simplified.

Guided Onboarding
Instead of overwhelming LPs with long static PDFs, Orca turns onboarding into a short, structured questionnaire that adapts to each investor. Every LP sees only what’s relevant to them - no repetition, no confusion, no
wasted time.
From Subscription to Completion
Onboarding doesn’t stop at signing. Orca automates the entire flow - from subscription documents to KYC and tax forms - keeping everything connected and moving forward without manual follow-ups.
Compliance Built In
All required compliance information is gathered as part of the onboarding process itself. That means cleaner data, fewer gaps, and far less manual work when it’s time to report.
Onboarding Tailored to Your Fund
Orca digitizes your onboarding without forcing you to change how you work. The process is tailored to your fund and integrates smoothly with any law firm you choose

Onboard Investors

Not Paperwork

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Frequently asked questions

Everything you need to know about Orca
What types of funds and structures does ORCA support?
Orca is designed to seamlessly integrate with any fund structure, making it ideal for venture capital, private equity, and other complex fund models. This includes multi-fund setups, SPVs, co-investments, etc with full support for cross-fund transactions.
How does Orca automate ongoing fund operations?
Orca streamlines and automates the entire lifecycle of funds - from incorporation to liquidation. Key operations such as automated capital account management, P&L, balance sheets, cash flow, and performance metrics (IRR, TVPI, DPI) are fully integrated into the platform. Orca also generates audit-ready outputs, and automates the distribution of notices, quarterly reports, LP letters, and more. This level of automation reduces manual errors and increases operational efficiency.
How does Orca’s Investor Portal stand out from the rest?
Our Investor Portal is built with the highest standards of security and usability in mind, offering one of the most intuitive and secure user experiences available. With advanced features such as digital performance reports, capital calls, and digital capital accounts, the portal allows investors to access and interact with their fund data in real time.
How secure is the platform, and how is sensitive investor/fund data protected?
Orca undergoes annual penetration testing to ensure compliance with the most stringent security standards, including GDPR regulations and SOC II certifications. Our in-house CISO oversees all security protocols, while our dedicated SOC team works 24/7 to monitor system logs for any anomalies.
What onboarding and data migration support do you provide?
Each client receives a minimum 10 hours of personalized training and support. We also utilize advanced AI-driven tools to facilitate quick and efficient data migration, ensuring a seamless transition to Orca. Our dedicated learning hub provides detailed explanations and tutorials for every aspect of the platform, allowing your team to get up to speed quickly and make the most of Orca’s capabilities.
How does ORCA drive efficiency and growth throughout every stage of my fund’s lifecycle?
From simplifying the onboarding process to automating reporting and compliance, Orca enables you to manage your portfolio with greater precision. Automated KPI collection and AI-driven performance analysis provide deep insights, while advanced AI-powered portfolio analysis enhances decision-making. Digital tools further streamline investor communications, ensuring seamless document distribution and a superior LP reporting experience.

One platform,
all the solutions.

Your life just got a whole lot easier.
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Interested in learning more about Orca?
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