Product
Investor Portal & KYC
Give investors a branded, frictionless experience from sign-up to signed subscription agreement. KYC, AML screening, accreditation verification, and e-signatures are handled automatically — so you stay compliant without the manual overhead.
Book a demoKYC automation
Identity verification for individual and entity investors with government ID and liveness checks.
AML screening
Automated OFAC, PEP, and sanctions screening on every investor at onboarding and ongoing.
Accreditation verification
Verify accredited investor status via income/net worth self-certification or third-party letter review.
E-signatures
Subscription agreements, side letters, and disclosures signed electronically with full audit trail.
Investor dashboard
Investors track their investments, download K-1s, and receive distribution notices from a self-serve portal.
Entity investors
Full support for LLCs, trusts, IRAs, and other entity types with beneficial ownership collection.
More platform features