Distribute Layer

Acquire and onboard clients

Move prospects through qualification, meeting, proposal, and KYC verification. Track every conversion driver and remove friction from first investment.

Find prospects Start onboarding
Open Prospects
86
+14 this week
Conversion Rate
18.7%
+1.4pp vs last month
KYC Pending
12
4 overdue
MTD New AUM
₹ 2.4 Cr
+₹ 68 L vs target
34
Lead
₹ 4.1 Cr
22
Qualified
₹ 3.2 Cr
15
Meeting
₹ 2.7 Cr
9
Proposal
₹ 1.8 Cr
12
Onboarding
₹ 1.4 Cr
6
Active
₹ 94 L
Acquisition pipeline
Prospects moving through your funnel, ranked by score and next action
Add from discover
Prospect
Stage
Est. AUM
Next action
Score
AK
Anirudh Krishnan
Liquidity event · Bengaluru
Qualified
₹ 4.2 Cr
Schedule goal call
94
Move
PM
Pooja & Manish Malhotra
Job change · Mumbai
Meeting
₹ 1.8 Cr
Confirm 11:00 AM today
88
Move
SR
Sudhir Reddy
NFO interest · Hyderabad
Proposal
₹ 72 L
Share final deck
85
Move
DV
Divya Venkatesh
Referral · Chennai
Lead
₹ 2.5 Cr
Send intro email
76
Move
RJ
Rajiv Jain
Portfolio drift · Delhi
Onboarding
₹ 96 L
KYC verification
71
Move
Showing 5 of 86 open prospects View client book
Onboarding wizard
Current active onboarding: Anirudh Krishnan
75% complete
✓
Lead capture
✓
Risk profile
✓
Goal mapping
4
KYC / CKYC
5
Bank mandate
6
First investment
CKYC verification
Verified
KYC ID: 2026ABCD1234
Bank account
Validated
HDFC · XXXX4521
Nominee & FATCA
In progress
Nominee pending
Continue onboarding Edit proposal
Sentinel Copilot
Pooja and Manish Malhotra confirmed their meeting for 11:00 AM. I prepared a goals-based agenda focused on tax-efficient SIPs and a small AIF allocation. Their combined risk score is moderate-aggressive.
Open meeting deck Review model portfolios
KYC queue
!
4 KYC records overdue
These prospects cannot execute their first investment until CKYC is re-verified.
View overdue list
Rajiv JainPending
Meera IyerPending
Karan BediOverdue
Sunita RaoOverdue
Open KYC detail
Acquisition best actions
1
Fast-track liquidity-event leads
Anirudh Krishnan and 3 similar prospects have capital waiting. Average time-to-first-investment is 4 days.
2
Reduce meeting no-shows
Send the pre-read proposal 24 hours before the meeting. Current no-show rate is 12%.
3
Activate completed KYCs
7 prospects have completed KYC but no first investment. Trigger a welcome SIP campaign.