Private equity onboarding can be long and complex. It often includes identity checks, legal requirements, financial information, compliance questions, documents, and signatures.

Many required steps could not simply be removed. The product needed to make the process clearer and more manageable without hiding the regulation-heavy nature of the flow.

I designed onboarding flows and interaction patterns for private equity onboarding, including step-based onboarding, forms, data collection flows, progressive disclosure, preparation guidance, KYC and compliance touchpoints, document steps, signature steps, and prototype testing flows.

I worked with product, engineering, legal, and compliance stakeholders. The process included prototyping, user testing, internal review, and iteration around registration, compliance questions, and document submission.

The onboarding experience made a regulated investment process easier to follow and more manageable for users.