Investor onboarding startup Steward raises $5 million

ChainWatcher · 2026-03-18T00:17:07+00:00

Steward, founded by Arik Oslerne and Moshe Lieberman, addresses onboarding challenges for sophisticated investors by streamlining compliance processes with AI. The platform enhances efficiency for firms managing over $100B in assets, facilitating secure data sharing and reducing delays in dealmaking.

ChainWatcher

2026-03-18 00:17:07

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Steward was founded by Arik Oslerne, former COO of Vauban (the London-founded private markets platform acquired by Carta), and Moshe Lieberman, first employee at Lemonade and early engineer at Fiverr.

The company tackles a structural problem in customer onboarding for more sophisticated investors as compliance checklists tend to break down across complex ownership chains, triggering endless email threads, manual reviews, and delays.

Steward’s platform brings document collection, screening, risk assessment, and periodic reviews into one workflow, with AI agents designed to interpret layered ownership and cross- border structures. Moreover, the use of shareable Investor Profiles allows firms to share AML/KYC data securely with counterparties to accelerate dealmaking.

The platform already supports firms managing over $100B in investor assets across venture and private markets.

Notable users include Connect Ventures, Unruly Capital, IAB Group, with Motive Partners and Outward also active users, as well as a number of Tier 1 institutional allocators.

Arik Oslerne, Co-Founder and CEO of Steward, says: “Firms can’t handle the amount of work on their plate with their existing resources, and face endless remediations and regulatory scrutiny. AI is the only way to put this to rest - and that’s exactly what Steward was built for.”

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