We are pleased to announce that Fundequate will be attending LPEA PE Tech Day 2026, taking place on 12 May 2026 in Luxembourg.
As a platform dedicated to Alternative Investment Funds, we are excited to join one of the key industry events bringing together fund managers, investors and technology providers shaping the future of private markets. Reserve a spot https://lpea.lu/events/pe-tech-day-2026/
Digital Platform for Alternative Funds
Fundequate is not just a modular system – it is a fully integrated digital infrastructure designed to support the entire lifecycle of alternative investment funds. The platform connects fund managers, investors, service providers and portfolio companies within one unified environment, enabling seamless data flow, operational efficiency and full transparency.
Built in response to the growing need for digitalisation across private markets, Fundequate addresses the fragmentation of tools typically used in fund operations. By consolidating structuring, investor management, reporting and valuation into a single platform, it eliminates manual processes and reduces operational risk.
Meet and Visit us at our booth
We invite you to meet the Fundequate team during the event and discover how we support AIFs in:
- Fund Structuring & Operations Module
- Investor Relationship Management Module (Investor onboarding and KYC/AML)
- Fundraising and subscriptions
Portfolio Reporting & Valuations Module
Part of the LPEA PE Tech ecosystem
Fundequate is also featured on the LPEA PE Tech Map, showcasing leading technology providers supporting the PE/VC industry in Luxembourg. Explore the map.
Book your demo today
You don’t have to wait for the event — you can already schedule a demo with our team today and see how Fundequate can support your fund operations end-to-end.
Author and expert
Dariusz Landsberg, FCCA
CEO Fundequate
LU 
FAQ
What is the difference between pre-marketing and marketing under AIFMD?
Pre-marketing refers to testing investor interest using draft, non-binding materials before the AIF is launched. Marketing is the formal promotion of the fund once it is live, with final documents and acceptance of subscriptions.
Who can be targeted during pre-marketing?
Only professional investors as defined by MiFID II may be approached during pre-marketing. Retail investors are strictly excluded.
What must an AIFM do before starting pre-marketing?
The AIFM must prepare compliant materials and notify the CSSF within 2 weeks of the start of pre-marketing, including a description of the activity, target jurisdictions, and investor classification.
Can draft fund documents be shared during pre-marketing?
Yes, but they must be clearly marked as “draft”, not for subscription, and may not include any means for investors to subscribe.
What triggers a regulatory breach in pre-marketing?
If a final subscription form is provided, or if any investor commits capital during pre-marketing, it is considered unlawful marketing and a breach of AIFMD rules.
How does the AIFMD passport support cross-border marketing?
Once marketing notification is approved by the CSSF, the AIFM can market to professional investors throughout the EU without needing national licences in each Member State.
Is reverse solicitation allowed for authorised AIFMs?
Yes, but it is not a substitute for pre-marketing or marketing. Reverse solicitation must be truly investor-initiated and cannot be engineered through indirect outreach.
What is required during investor onboarding?
Investors must complete full KYC/AML checks, submit FATCA/CRS self-certifications, and pass sanctions/PEP screening before any subscription can be accepted.
What documents can be shared during onboarding but before commitment?
Only non-executable fund documents, KYC forms, and identification documents may be shared before KYC validation. No final agreement can be signed.
What happens if KYC/AML is incomplete at the time of subscription?
The AIFM or GP must block any investment commitment until KYC/AML checks are validated. Accepting funds prematurely would violate Luxembourg AML laws and CSSF guidance.