Co-Invest Employee Application Manager
Digitize Your Employee Co-investment Scheme With an AI-Orchestration Platform
Managing internal co-investment applications – whether for a direct co-investment, phantom equity arrangement, or a structured co-investment fund – doesn’t need to be slow, manual, or error-prone. Simplify your co-invest program with an end-to-end digital workflow.
Aurachain’s solution combines process automation with powerful AI orchestration, streamlining every stage from application intake to final CRM handover—while ensuring full compliance and visibility.
The Challenge: Fragmented and Manual Co-Investment Applications
Handling applications across various employee co-investment structures, regions and approval layers is complex. Without a unified system, teams struggle to track eligibility, approvals and third-party reviews. The result? Delays, compliance risks and poor employee experience.
Why?
Investment applications involve several layers: internal validations, external AML/KYC and tax reviews, and document management. When handled through emails and manual coordination, this creates bottlenecks at every step — from verifying fund access to final CRM handover.
Teams lack visibility, and applicants face delays due to scattered communication and paperwork.
The Solution: End-to-End Process Automation with Aurachain
The Co-Invest Employee Application Manager provides a fully digital platform for managing internal investment workflows — from fund setup to CRM integration.
Here’s how it works:
Centralized Application Management
Define funds, configure eligibility rules, and track applicant progress across regions — all in one place.
Integrated Compliance Workflows
Embed AML/KYC and Tax Review steps directly in the process with seamless third-party collaboration.
Automated Task Assignment & E-Signing
Leverage process automation to trigger real-time tasks, auto-generate investment documents and complete workflows using tools like DocuSign.
Take the next step: Download the Solution Brief
Download the solution brief to see how Aurachain accelerates employee onboarding, improves compliance and supports your most strategic employee co-investment structures.
Real-World Success: See the Results in Action
One of the world’s leading financial institutions used Aurachain to automate its co-investment application workflows. And here’s what they achieved:
Centralized tracking and full visibility. All co-investment applications, fund rules and approvals managed through a single dashboard.
Reduced manual effort. Automated task routing, notifications, and e-signatures replaced email follow-ups and manual paperwork.
Accelerated compliance and CRM onboarding. Integrated third-party reviews and RPA-driven CRM updates ensured smooth handover after approval.