ApproveThis manages your Anduin Fund Subscription Integration approvals.

Streamline Compliance and Decision-Making

Investment firms face a critical challenge: balancing speed with compliance. Delays in investor onboarding or status updates can cost opportunities, while rushed decisions risk regulatory missteps. ApproveThis and Anduin Fund Subscription solve this tension through Zapier-powered automation. By connecting Anduin’s investor tracking with ApproveThis’s approval workflows, firms automate oversight without sacrificing control.

This integration isn’t just about moving data between apps—it’s about embedding governance into daily operations. When a new investor enters Anduin or an existing one changes status, ApproveThis instantly routes the update for review. Approvers get context-rich requests in their inbox, click to approve, and Anduin automatically reflects the decision. The result? Faster cycles, audit-ready records, and teams focused on strategy instead of chasing signatures.

Why This Integration Works

Anduin Fund Subscription excels at managing investor lifecycle events—tracking subscriptions, KYC status, and capital commitments. But when changes require human judgment, manual processes creep in. ApproveThis adds structured decision-making:

• Role-Based Approvals: Route requests to compliance officers, fund managers, or legal based on investor type or commitment size.
• Threshold Automation: Auto-approve updates below $250k, escalate larger changes to a committee.

Unlike native Anduin features, ApproveThis allows external participants (e.g., third-party auditors) to review requests without Anduin licenses. This eliminates access fees for infrequent users while keeping all activity logged in one platform.

Real-World Use Cases

1. Investor Status Updates

When an investor’s accreditation status changes in Anduin, compliance teams must verify eligibility. A private equity firm using this integration automatically routes changes to their legal team via ApproveThis. Lawyers review documentation attached to the request (passed through Zapier) and approve directly from email. Approved updates sync back to Anduin, keeping investor records current without manual data entry.

2. New Investor Onboarding

A venture capital fund receives 50+ new investor applications monthly. Their Zapier integration triggers an ApproveThis workflow for each new Anduin entry, routing to:

• Compliance: Verify anti-money laundering (AML) checks
• Partner: Confirm minimum commitment acceptance

Using ApproveThis’s sequential approval, compliance must sign off before the partner reviews. This prevents bottlenecks and ensures only qualified investors reach the final stage.

Setup in Three Steps

Step 1: Create a Zapier account (free tier available).

Step 2: Connect Anduin Fund Subscription as your trigger app. Select either “New Investor” or “Investor Status Changed” as the event.

Step 3: Set ApproveThis as the action app. Map Anduin’s investor data to ApproveThis fields (e.g., investor email → approver email). Test with a live investor record to confirm routing.

Pro Tip: Use ApproveThis’s Calculated Fields to auto-flag high-risk requests. For example, if an investor’s commitment exceeds $1M, require dual signatures.

Cross-Team Benefits

Compliance Teams

Reduce manual reviews by setting auto-approval thresholds for low-risk changes. ApproveThis’s audit trail provides timestamped records of who approved what—critical for SEC exams.

Fund Operations

Eliminate status update backlogs. When Anduin detects a change, ApproveThis immediately notifies the right approver. Vacation delegation ensures no delays if a key stakeholder is unavailable.

Investor Relations

Improve client trust with transparent processes. Investors receive automatic emails when their status is under review, reducing “check-in” calls.

Beyond Basic Approvals

ApproveThis adds nuanced control to Anduin’s data:

Approval Groups: For sensitive changes (e.g., LP agreement amendments), require consensus from three partners. ApproveThis tracks each vote and resolves ties.

Conditional Routing: Route EU investors to GDPR-trained approvers, US entities to FINRA-licensed staff.

Dynamic Reminders: Escalate unanswered requests after 48 hours to backup approvers—critical for funds working across time zones.

Getting Started

Investment firms using Anduin Fund Subscription can trial ApproveThis integration in under 30 minutes. No developer resources are needed—Zapier handles the heavy lifting.

Next Steps:

1. Register for ApproveThis (free 14-day trial)
2. Connect to Anduin via Zapier using the triggers above
3. Build your first approval workflow (pre-built templates available)

For complex fund structures, request a custom demo to explore tiered approval chains or integration with DocuSign for wet-ink signature capture.

The Bottom Line

ApproveThis and Anduin Fund Subscription close the gap between investor activity and governance. By automating approval routing, funds reduce onboarding time from weeks to hours while maintaining rigorous compliance. Less time spent on administrative tasks means more capacity for investor cultivation and portfolio growth.

Ready to transform your fund’s operational efficiency? Start your free trial or schedule a personalized demo to see real-time use cases for your team.