12.5h/15h week
24/30 points
May Dry-RunJul-31 FilingSep-15 CRS Form
Onboarding
New investor onboarding workflow and document collection
New Applications
2
This week
Pending Docs
5
Awaiting submission
Under Review
3
Officer review
Approved
8
This month
Onboarding Pipeline
New investor applications, document collection, and approval workflow
New Applications
Recent investor applications requiring initial review and approval
| Investor | Entity | Application Date | Investment Amount | Risk Tier | Source | Status | Actions | |
|---|---|---|---|---|---|---|---|---|
| Global Tech Ventures Ltd | Atlas Fund SPC - Class A | 2024-11-25 | $2,500,000 | MEDIUM | Direct Application | NEW | ||
| Sarah Chen | Calypso Master Fund | 2024-11-24 | $500,000 | LOW | Referral - Existing Investor | INITIAL REVIEW | ||
| European Holdings SA | Meridian Opportunities Ltd | 2024-11-23 | $1,000,000 | HIGH | Direct Application | NEW |