SCREEN TOUR
Every major screen in the fund onboarding workspace

Explore The Fund Onboarding Platform
screen by screen

This walkthrough shows what each screen is for, who uses it, and how it supports sponsors, AIFMs, administrators, and law firms through the same launch lifecycle.

How To Read This Tour

Each module shows the screen, the buyer, and the actual use case

The previews below are screenshot-style representations of the live product. Each section explains what a buyer is looking at, why it matters commercially, and when that screen becomes useful in a real Luxembourg fund launch.

Portfolio Overview

See every client launch in one portfolio view

/onboardingSponsors, PMOs, and AIFM leadership

This is the entry point for multi-client delivery. It shows where launch pressure sits across the portfolio before teams disappear into individual files.

Typical use cases
A sponsor wants to know which launch is at risk this week.
An AIFM wants to see which files are approaching governance or launch gates.
A PMO wants to rank projects by delivery pressure before running a launch committee.
luxfundiq.com/onboarding
4
Launch files
2
Go-lives next 30d
1
Red-pressure projects
Sample Alternative Fund Launch
Conditional go-live · 5 overdue tasks · 2 board items pending
7d
UCITS Launch File
Docs and approvals aligned · operational testing on track
18d
Private Assets RAIF
Provider sequencing drifted after legal markup round
32d
Project Cockpit

Use one project cockpit as the source of truth for a launch

/onboarding/[id]Sponsors, AIFMs, PMOs, and core launch owners

The cockpit condenses execution, control readiness, approvals, external pressure, and AI summary into the first screen buyers will care about.

Typical use cases
A sponsor needs the current go-live position in one glance.
An AIFM wants to confirm whether governance and operational controls are aligned.
A PMO needs to explain why the target date is still credible or why it is at risk.
luxfundiq.com/onboarding/sample-project
RAIFSICAVCONDITIONAL GO
Sample Alternative Fund Launch
Sponsor view of execution, controls, approvals, and launch pressure
7d to target
77%
Execution
3
Open blockers
9
Open requests
2 stale
Pack freshness
Next gate: board review
Legal markups, TA rehearsal, and AML evidence still govern the date.
24 Mar
Top focus module: documents
Two required approvals remain open across prospectus and service agreements.
2 blockers
Latest AI PMO readout
Launch can still hold target date if external evidence lands this week.
AI
Workplan

Control execution with a workplan built for launch delivery

/onboarding/[id]/workplanPMOs, admins, legal teams, and operations leads

This screen tracks who is doing what, when it is due, what sits on the critical path, and which actions are driving the launch date.

Typical use cases
A PMO wants to see the tasks that really move go-live, not just a flat task list.
An administrator wants a clear view of operational deliverables and due dates.
Legal wants to see which outstanding actions are blocking approvals or pack generation.
luxfundiq.com/onboarding/sample-project/workplan
23/30
Tasks complete
4
Critical path
5
Overdue
Articles & constitutional docs signed
Legal sign-off done. Board pack dependency cleared.
Done
TA first-money-in controls verified
Awaiting administrator evidence and second rehearsal note.
Forecast 22 Mar
Depositary agreement final markup
Open legal comments still block final pack assembly.
Blocked
Risk Register

Track launch risks in operational terms, not generic audit language

/onboarding/[id]/risksAIFMs, compliance, PMOs, and sponsors

The risk register shows what could slip the date, undermine governance readiness, or create post-launch control issues if left unmanaged.

Typical use cases
An AIFM wants to monitor residual launch risk before approval.
A sponsor wants to understand whether current delays are noise or real risk.
A PMO needs one place to track mitigations and ownership for red and amber items.
luxfundiq.com/onboarding/sample-project/risks
2
Red risks
4
Amber risks
Mon
Next review
Provider contract slippage
Final legal markups may push board approval if not closed this week.
Owner: Legal
TA operating model readiness
First-money-in and register evidence still need sign-off.
Owner: Ops
Launch communications sequencing
Distribution briefing depends on final classification wording.
Owner: PMO
Issues & Dependencies

Separate today’s blockers from the dependency chains behind them

/onboarding/[id]/issuesSponsors, PMOs, legal teams, and governance owners

This screen is where teams track live issues, required decisions, and the dependency chains that explain why a single slip has wider impact.

Typical use cases
A sponsor needs to know what must be escalated right now.
A legal team wants to see which document or markup issue affects downstream governance.
A PMO wants to explain how one delay ripples into board packs, approvals, or launch committee timing.
luxfundiq.com/onboarding/sample-project/issues
Issues 2Decisions 1Dependencies 4
Issue: service-provider markup still open
Board paper timing now depends on agreement close-out.
Critical
Decision: governance sign-off path
Sponsor and AIFM need final position on approval order.
Due 24 Mar
Dependency chain: legal -> docs -> board pack
A slip in legal closes directly affects pack freshness and board readiness.
Live chain
Document Register

Manage documents as live launch controls, not a passive filing list

/onboarding/[id]/documentsLaw firms, admins, AIFMs, and PMOs

The document register links version status, review state, blockers, and evidence coverage back to the launch plan and go-live logic.

Typical use cases
A law firm needs to see which documents are still in review or blocking the next gate.
An administrator wants to confirm that evidence is linked back to the right control step.
A PMO needs to explain why a document delay matters operationally, not just legally.
luxfundiq.com/onboarding/sample-project/documents
15
Docs tracked
9
Approved
3
In review
2
Blocking
Prospectus
Latest markup with legal. Board pack dependency active.
In review
Depositary agreement
Outstanding legal comments are holding final approval.
Blocking
AML oversight note
Evidence signed and linked to go-live checklist.
Approved
Go-Live Checklist

Turn launch readiness into an explicit verdict backed by evidence

/onboarding/[id]/go-liveSponsors, AIFMs, PMOs, and operations owners

This screen converts project activity into a go, conditional-go, or no-go recommendation that stakeholders can actually defend.

Typical use cases
A sponsor wants a clean answer on whether launch can proceed.
An AIFM wants to see which evidence still sits behind a conditional verdict.
Operations owners want a checklist that stays tied to real approvals and supporting files.
luxfundiq.com/onboarding/sample-project/go-live
VERDICT
Conditional Go
Launch can proceed if legal evidence and TA rehearsal sign-off land before committee review.
Board approval pack exported
Ready for sponsor and AIFM circulation.
Done
TA operational sign-off
Waiting for evidence attachment and approval response.
Pending
Provider agreement package
Still blocking final go-live recommendation.
Blocker
AI PMO Copilot

Use AI to summarize the launch, not replace judgment

/onboarding/[id]/aiSponsors, AIFMs, PMOs, and launch leads

The AI layer turns a dense delivery record into briefings, follow-up prompts, and control observations that help teams act faster.

Typical use cases
A sponsor wants a short launch summary before a meeting.
A PMO needs suggested next actions based on current blockers and dependencies.
An AIFM wants the control logic behind a conditional or red position explained clearly.
luxfundiq.com/onboarding/sample-project/ai
AI PMO briefing
Target date remains achievable, but legal and TA evidence are now the critical path.
High
Suggested follow-up
Escalate depositary markup, request pack refresh, and confirm second NAV rehearsal timing.
Action
Control insight
Go-live verdict is not blocked by task count; it is blocked by missing approval evidence.
Control
External Party Workspace

Bring external parties into the process without opening the whole workspace

/onboarding/[id]/externalLaw firms, admins, depositaries, banks, distributors, and PMOs

This screen gives each provider a clean delivery lane while keeping internal oversight, auditability, and evidence linkage intact.

Typical use cases
A law firm needs a focused queue of open asks and evidence uploads.
An administrator wants a clear delivery lane for TA, dealing, and control evidence.
A PMO wants external updates to hit the main project state automatically.
luxfundiq.com/onboarding/sample-project/external
4
Parties
9
Open requests
5
Submitted
2
Overdue
Law firm request lane
Prospectus markups, agreement comments, and opinion evidence tracked in one queue.
Due 21 Mar
Administrator request lane
TA controls and dealing-readiness evidence awaiting upload.
Overdue
Depositary request lane
Oversight confirmations submitted back into the live project record.
Submitted
Launch Calendar

Manage launch timing as a chain of gates, not just dates in a list

/onboarding/[id]/calendarSponsors, PMOs, AIFMs, and governance owners

The calendar shows which milestones matter, what they depend on, and how slippage changes downstream launch planning.

Typical use cases
A sponsor wants to understand whether the target launch date is still credible.
A PMO needs to show the chain between provider delays and governance timing.
An AIFM wants approval deadlines and execution milestones tracked together.
luxfundiq.com/onboarding/sample-project/calendar
Board approval
Depends on final legal pack and refreshed evidence set.
24 Mar
TA rehearsal
Operational dependency for go-live sign-off and first-money-in flow.
22 Mar
Launch committee
Downstream of board pack, TA sign-off, and final document clearance.
27 Mar
DEPENDENCY ENGINE
If TA rehearsal slips, launch committee and go-live recommendation move automatically, and the board pack stays amber until evidence is refreshed.
Integration Hub

Monitor the operational systems that launch delivery depends on

/onboarding/[id]/integrationsAdmins, PMOs, operations leads, and control owners

Readiness depends on tools and feeds as much as documents and meetings. This screen surfaces those operational dependencies before they fail silently.

Typical use cases
An administrator wants visibility over DocuSign, KYC, sanctions, and data-feed readiness.
A PMO wants system alerts to show up in launch pressure before a launch committee.
Operations teams need one place to watch connection health and event history.
luxfundiq.com/onboarding/sample-project/integrations
5
Connections
2
Attention
1
Failed
7
Events
DocuSign packet status
One approval flow failed and now affects pack readiness.
Failed
KYC provider sync
Investor-data refresh completed without issue.
Healthy
Administrator feed
Connection healthy but recent event flagged a mapping exception.
Attention
Board / CSSF / Regulator Packs

Export packs from the live launch record, not from offline status decks

/onboarding/[id]/packsSponsors, AIFMs, law firms, PMOs, and governance teams

This screen ensures boards, CSSF follow-up teams, and launch committees receive reporting that reflects the current project truth.

Typical use cases
A sponsor wants a board pack that reflects the latest approvals and blockers.
A law firm needs to know whether a document change has made a pack stale.
An AIFM wants regulator-facing material generated from the same evidence base as internal governance reporting.
luxfundiq.com/onboarding/sample-project/packs
4
Pack templates
2
Ready
1
Needs refresh
1
Blocked
Board pack
Decision-ready summary with approvals, blockers, and latest evidence coverage.
Ready
CSSF follow-up pack
Legal comments changed underlying evidence, so the pack is stale.
Refresh
Go-live committee pack
Cannot finalize until TA and agreement evidence are complete.
Blocked
Launch Team Workspace

Run multiple launches with a clear functional ownership model

/onboarding/teamSponsors, PMOs, AIFM management, and delivery leads

This screen rolls up ownership, pressure, and workload across the portfolio so multi-client teams can see where they are stretched before delivery breaks.

Typical use cases
A PMO wants to see which function lanes are overloaded across active launches.
A sponsor wants to understand where governance, legal, or ops capacity is under pressure.
An AIFM wants portfolio-level oversight of how launch delivery is staffed and progressing.
luxfundiq.com/onboarding/team
4
Active launches
3
Open pressure lanes
2
Next 30d go-lives
2
Pending invites
Sponsor / Conducting officer lane
Board readiness, approvals, and governance pressure across active launches.
High load
Legal & structuring lane
Agreement markups and pack evidence creating downstream dependency drift.
Escalation
Operations & TA lane
Execution controlled, with one launch needing rehearsal evidence.
Controlled

Want the live workspace behind these screens?

Start with the AI-generated launch baseline, then use the same modules for execution, counterparties, approvals, dependencies, and governance reporting.