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2: Unfiltered Finance: Fixing the Broken System of Private Fund Investing w/ Jason Meklinsky

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Manage episode 480205309 series 3652552
Content provided by Audioboom and Unfiltered Finance!. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and Unfiltered Finance! or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of Unfiltered Finance, hosts Ron and John sit down with Jason MeKlinsky, Chief Revenue Officer of Sonata One, to uncover why private fund investing remains frustratingly manual—and how his firm is finally fixing it.
From outdated KYC processes to why investors still fill out endless paperwork, Jason explains how Sonata One’s KYC Passport and investor onboarding platform are streamlining the entire private funds ecosystem. Plus, hear stories about near-death experiences, hotel kleptomania, and why some administrators don't want innovation to win.
🔍 In This Episode:

  • Why fund subscriptions are still painfully manual in 2025
  • What a KYC Passport is—and how it transforms investing
  • The real reason fund administrators resist change
  • What happens when a sanctioned investor tries to redeem
  • Predictions for the future of private fund compliance
  • The rise of family offices and tokenized fund investing
💡 Whether you’re an LP, a GP, or just curious about how high finance works behind the scenes, this is an episode you don't want to miss.
Jason MeKlinsky interview, Sonata One KYC, private fund investing explained, how to invest in private funds, KYC passport, fund administrator role, fixing private investing, accredited investor onboarding, alternative investments 2025, private equity compliance, fintech innovation, Unfiltered Finance podcast, hedge fund investing, AML compliance, private fund KYC
  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 480205309 series 3652552
Content provided by Audioboom and Unfiltered Finance!. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and Unfiltered Finance! or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of Unfiltered Finance, hosts Ron and John sit down with Jason MeKlinsky, Chief Revenue Officer of Sonata One, to uncover why private fund investing remains frustratingly manual—and how his firm is finally fixing it.
From outdated KYC processes to why investors still fill out endless paperwork, Jason explains how Sonata One’s KYC Passport and investor onboarding platform are streamlining the entire private funds ecosystem. Plus, hear stories about near-death experiences, hotel kleptomania, and why some administrators don't want innovation to win.
🔍 In This Episode:

  • Why fund subscriptions are still painfully manual in 2025
  • What a KYC Passport is—and how it transforms investing
  • The real reason fund administrators resist change
  • What happens when a sanctioned investor tries to redeem
  • Predictions for the future of private fund compliance
  • The rise of family offices and tokenized fund investing
💡 Whether you’re an LP, a GP, or just curious about how high finance works behind the scenes, this is an episode you don't want to miss.
Jason MeKlinsky interview, Sonata One KYC, private fund investing explained, how to invest in private funds, KYC passport, fund administrator role, fixing private investing, accredited investor onboarding, alternative investments 2025, private equity compliance, fintech innovation, Unfiltered Finance podcast, hedge fund investing, AML compliance, private fund KYC
  continue reading

6 episodes

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