PRODUCT DEMO
Client-agnostic sample environment for Luxembourg fund launches

Launch Luxembourg Funds
with AI as your PMO

This demo shows how LuxFundIQ works for sponsors, AIFMs, administrators, and law firms in the same launch environment. AI acts as the PMO across planning, governance, counterparties, dependencies, approvals, integrations, and regulator-ready reporting, so each party sees the work they need without losing the full launch picture.

4
launch files
inside the sample portfolio
9
counterparty requests
flowing through the demo queue
11
milestones under drift watch
tracked by the dependency engine
4
pack templates ready
for board, CSSF, and launch committees
The Buyer Story

How the platform takes a fund launch from scattered effort to one governed operating model

A compelling launch story is not “here are our modules.” It is: who owns the file, how the work is coordinated, how pressure is surfaced early, and how the same live state turns into board-ready decisions. That is the story this page now follows.

STEP 01

Start with the ownership model

First decide who is accountable: sponsor, governance, regulated manager, PMO, counsel, AML, administrator, depositary, and counterparties.

Stakeholder mapLaunch functionsRole-based visibility
STEP 02

Turn the launch into one live file

The AI PMO briefing and cockpit replace stitched status updates with one current view of stage, next gate, blockers, verdict, and launch pressure.

AI PMO briefingProject cockpitLive verdict
STEP 03

Coordinate work across firms and systems

Bring external providers, deadlines, integrations, approvals, and evidence into the same operating layer so movement in one area updates the rest.

External workspaceCalendar + dependenciesIntegration hub
STEP 04

Move from execution into decision

Once the file is live and synced, boards, sponsors, AIFMs, and launch committees can review current packs instead of stale weekly summaries.

Pack exportsGovernance decisionsGo-live readiness
AI PMO Briefing Demo

Open the platform and understand the launch state in seconds

This is the kind of screen sponsors, AIFMs, administrators, and law firms use to understand what stage the launch is in, what the next gate is, whether the file is truly ready, and which issues still change the outcome.

AI PMO BRIEFING
AI PMO view: the sample launch is in Go-Live Readiness with AMBER health. Primary pressure comes from 5 overdue tasks, 3 milestones under drift watch, and 2 open issues. Next gate is Board go-live approval on 20 Mar. Launch verdict is currently CONDITIONAL with 1 document blocker still open.
Sample Alternative Fund LaunchSponsor + AIFM viewWorkplan, calendar, docs, and packs synced
STAGE
Go-Live Readiness
5 overdue tasks · 3 milestones under drift watch
NEXT GATE
Board go-live approval
20 Mar · board, sponsor, and launch-control sign-off
VERDICT
CONDITIONAL
1 document blocker · 2 open issues still visible
BLOCKERRED
TA operating model evidence still open
Northern Trust still needs to close the dealing SOP and maker-checker narrative before the launch file can move to final execution sign-off.
COMPLIANCEAMBER
Seed investor AML remediation remains in progress
CDD remediation is still open on the seed file, so the launch stays conditional until AML and onboarding evidence are fully closed.
RISKAMBER
Second NAV rehearsal still gates the board decision
Board go-live approval is downstream of the second NAV rehearsal and TA evidence, so forecast pressure still sits on the operational control chain.
LAUNCH HEALTH
AMBER
Go-Live Readiness
NEXT GATE
Board go-live approval
20 Mar
COUNTDOWN & VERDICT
7 days
CONDITIONAL · 1 document blocker
Pressure is surfaced before the launch date slips
Next gate and dependency timing stay visible
Verdict stays tied to evidence and control status
Stakeholder Hierarchy

See who sits where in a typical fund launch hierarchy

Many launch manuals show the stakeholder map first, because the file only moves when the commercial sponsor, governance layer, regulated manager, and external providers all stay aligned. Switch regime to see how the hierarchy changes for UCITS, alternative funds, and RAIF launches.

ALTERNATIVE FUND HIERARCHY
For an authorised or regulated AIF launch, the center of gravity usually sits with the AIFM model, governance approvals, investor onboarding readiness, and provider execution.
AIFM oversight modelPrivate-placement document chainOperational and AML readiness
INTERACTIVE HIERARCHY
Click any stakeholder to see how their responsibilities and platform usage change under the selected fund regime.
SPONSOR
Sponsor / Initiator
Defines the commercial objective, target structure, timing, and key counterparties for the fund launch.
This is the economic owner of the launch. The sponsor needs one view of readiness, blockers, and governance movement without reading every provider email.
WHAT THEY OWN
commercial launch objective and target date
appointment of key parties and launch budget
final business decisions when launch pressure rises
HOW THEY USE LUXFUNDIQ
reads the AI PMO briefing to understand launch health in seconds
approves critical decisions, escalations, and conditional go-live positions
reviews board, launch committee, and regulator packs from live project state
SCREENS THEY TOUCH
Project CockpitAI PMO BriefingBoard / Regulator PacksGo-Live
KEY DEPENDENCIES
Board / GovernanceRegulated ManagerLaunch PMO
Phase 1

Stand up the launch file and make ownership explicit

Before work can be coordinated, the launch needs an accountable ownership model. This phase turns the sponsor brief into a governed launch file, assigns responsibilities, and gives every senior stakeholder one command surface for the current state.

Launch Functions Workspace

Map the launch to a real ownership model before execution starts drifting

Different clients need different operating models, but every launch still needs named accountability across sponsor, governance, legal, AML, TA, operations, and PMO. This workspace makes that model visible before the first critical deadline lands.

Assign sponsor, governance, AML, legal, TA, and PMO responsibility around each launch file
Roll up tasks, requests, approvals, and drift by function so workload is visible before it breaks
Use reminder flows and exports to support launch committees, compliance reviews, and provider follow-up
luxfundiq.com/fund-onboarding/demo/launch-team-workspace
LAUNCH FUNCTIONSMANAGER VIEW
Multi-Client Delivery Workspace
Shared demo environment showing how PMO, legal, AML, TA, governance, and counterparties stay aligned across client launches
8 demo users · 4 launch files · 9 counterparty requests
2 pending invites
89
Assigned
46
Completed
11
Milestone Drift
4
Pack Output
Vivek Gupta
Launch Director / Workspace Sponsor
Owns the integrated launch plan, steering governance, and final go-live decisions.
Claire Hoffmann
Conducting Officer / Governance Lead
Leads board approvals, delegated oversight, and governance escalations.
Alice Marin
AML / KYC Lead
Owns investor CDD, sanctions screening, and onboarding readiness before subscriptions.
Project Cockpit

Give sponsors and AIFMs one cockpit they can actually run a launch from

The cockpit is the shared decision surface for the launch. Sponsors see what is moving the date, AIFMs see governance and control readiness, and project teams see where execution pressure is building without stitching together status from separate trackers.

Sponsors get one live view of launch readiness, blockers, and target-date pressure
AIFMs can check governance, evidence, approvals, and operational dependencies without asking each provider separately
Admins, legal, TA, AML, and PMO teams all update the same delivery state instead of circulating parallel trackers
luxfundiq.com/fund-onboarding/demo/project-cockpit
SIFSICAV
Sample Alternative Fund Launch
Illustrative launch file inside the product demo
7 days to target launch · 5 overdue tasks · 2 open issues
CONDITIONAL GO
77%
Execution
3
Counterparties
3
Drift
2
Pack State
External Workspace
3 live requests across 3 counterparties
Launch Calendar
3 milestones under drift watch before the next governance gate
Integration Hub
2 connections need intervention
Regulator Packs
2 generated · 1 outdated
Phase 2

Coordinate execution across internal teams, external parties, and deadlines

Once the ownership model is clear, the problem becomes coordination. This phase is where LuxFundIQ replaces fragmented follow-up chains, scattered deadline lists, and disconnected operational tools with one synced launch engine.

External Party Workspace

Let external parties work in the launch process without exposing the whole room

Law firms, administrators, depositaries, banks, AIFMs, distributors, and data vendors do not need the full internal workspace. They need a clean request queue, clear deadlines, linked evidence, and a reliable place to respond.

Each external party gets its own controlled portal and request queue linked to the project
Law firms and administrators can upload evidence and answer open asks without email-chasing
External responses update the internal PMO view instantly, so sponsors and AIFMs see movement as it happens
luxfundiq.com/fund-onboarding/demo/external-workspace
3
Parties
3
Open
1
Submitted
0
Overdue
Northern Trust TA & Admin
Administrator · owner Marcus Stein
AMBER
TA dealing SOP and maker-checker narrative still need final upload.
next due 22 Mar
RBC Depositary & Cash Oversight
Depositary · owner Vivek Gupta
CONNECTED
Cash routing pack is under final depositary validation before sponsor sign-off.
next due 23 Mar
Arendt Structuring Counsel
Law Firm · owner Sophie Laurent
GREEN
Final OM markup has been submitted and is waiting for sponsor release into the vault.
next due 21 Mar
Launch Calendar + Dependency Engine

Show every stakeholder what has to happen before launch can move

A real launch depends on governance gates, provider readiness, legal deliverables, and operational rehearsals. The calendar and dependency engine shows what is planned, what is drifting, and what will slip next if upstream items do not move.

Sponsors and PMOs can see target dates, forecast dates, and slippage in one place
AIFMs and governance owners can track approval deadlines alongside execution milestones
Provider delays propagate forward automatically so launch risk shows up before the board pack goes out
luxfundiq.com/fund-onboarding/demo/launch-calendar
NEXT GATE
Board go-live approval
Second NAV rehearsal and TA evidence are both upstream dependencies.
Static data cutover complete
Elena Rossi
plan 13 Mar
fcst 15 Mar
Second NAV rehearsal signed off
Elena Rossi · depends on Static data cutover complete
plan 15 Mar
fcst 18 Mar
TA operating model evidence closed
Marcus Stein · depends on Static data cutover complete
plan 16 Mar
fcst 19 Mar
Board go-live approval
Claire Hoffmann · depends on Second NAV rehearsal signed off + TA operating model evidence closed
plan 18 Mar
fcst 20 Mar
First dealing day
Vivek Gupta · depends on Board go-live approval
plan 27 Mar
fcst 27 Mar
APPROVAL DEADLINES
Board go-live approval due 20 Mar
TA evidence sign-off due 22 Mar
Depositary cash routing confirmation due 23 Mar
Integration Hub

Connect the operational tools the launch already depends on

Launches fail in the gaps between people and systems. The integration layer lets delivery teams monitor inboxes, meetings, signatures, AML/KYC flows, sanctions checks, and administrator or TA feeds in the same place as the launch work itself.

Administrators and PMOs can see operational readiness, not just task completion
Integration issues can surface as launch pressure before they become missed dealing-day blockers
Events and failures stay in the same audit trail as documents, issues, and approvals
luxfundiq.com/fund-onboarding/demo/integration-hub
5
Connections
2
Attention
0
Failed
3
Events
Shared Inbox
CONNECTED
Inbox · owner Vivek Gupta
Legal, TA, and depositary mail is landing in the due-diligence feed automatically.
Outlook Calendar
CONNECTED
Calendar · owner Vivek Gupta
SteerCo meetings and milestone dates remain aligned with the launch calendar.
DocuSign
ATTENTION
E-Signature · owner Sophie Laurent
One director routing branch still needs to be mapped for the final OM pack.
AML / KYC Vendor
CONNECTED
KYC / AML · owner Alice Marin
CDD remediation tickets are flowing into the workspace, but four seed-investor files remain open.
Administrator Feed
ATTENTION
Administrator · owner Marcus Stein
Daily readiness feed is active, but the latest dealing SOP packet is still lagging.
LATEST EVENTS
DocuSign routing gap · due 21 Mar
Northern Trust readiness feed delay · due 21 Mar
Inbox legal pack triage completed · synced
Phase 3

Convert live execution into governance-ready decisions

A launch only becomes decision-ready when status, evidence, approvals, and unresolved issues can be presented to boards, sponsors, AIFMs, and committees without rebuilding the story manually. This is the point where live execution becomes a decision pack.

Board / CSSF / Regulator Packs

Give boards, CSSF follow-up owners, and launch committees export-ready packs

The pack layer turns live project activity into decision-ready reporting. Instead of rebuilding status updates manually, teams can generate current packs for boards, CSSF responses, launch committees, and service-provider governance checkpoints from the same evidence base.

Sponsors and AIFMs get governance packs that reflect the current launch state, not last week’s summary
Law firms and admins can see exactly which evidence and approvals still need to land before export
Packs mark themselves stale when the underlying launch position changes materially
luxfundiq.com/fund-onboarding/demo/board-and-regulator-packs
4
Templates
2
Generated
1
Ready
1
Outdated
Aurora — Board Launch Pack
Board / SteerCo
GENERATED
6 blockers4 approvals6 docs
Aurora — CSSF Readiness Pack
CSSF / Regulator
READY
2 blockers2 approvals6 docs
Aurora — Service Provider Pack
Depositary / Admin / TA / Counsel
OUTDATED
3 blockers2 approvals6 docs
Aurora — Go-Live Steering Pack
Launch Committee
GENERATED
5 blockers4 approvals6 docs
Why The Story Holds Together

What buyers care about most: nothing drifts out of sync

The platform matters because one update is reflected everywhere it should be. Sponsors see launch movement, AIFMs see governance impact, administrators see operational follow-up, and law firms see evidence and approval consequences without reconciling separate trackers.

A provider reply updates the sponsor view

An administrator or law-firm response updates the external workspace, activity feed, and launch summary immediately.

A slipped item moves the launch forecast

A delayed milestone can move downstream dates and trigger escalation rules before a governance gate is missed.

Operational issues raise readiness pressure

A failing DocuSign, KYC feed, or admin connection can surface as launch pressure before it turns into a dealing-day blocker.

Packs refresh when the project moves

When blockers, approvals, or evidence change materially, board and regulator packs can be marked stale automatically.

Ready to show sponsors, AIFMs, admins, and law firms the same launch truth?

Start with the AI-generated baseline, then let LuxFundIQ coordinate execution, counterparties, governance, evidence, and reporting from one shared project state.