Investor Accreditation
Verify accreditation status and empower investors to get accreditation letters – seamlessly integrated into your investor portal and commitment flow. Maintain compliance for 506(c) offerings while delivering an investor-friendly, effortless workflow.
Empower investors to obtain new accreditation letters within 12 hours directly in their investor portal via Accredd.
Investors can upload their existing accreditation letters directly in their investor portal.
Past investors can attest to their accreditation status in the commitment flow if they already have a relationship with you.
Obtain
Get your investors accredited directly in the commitment flow through Accredd. Investors never have to leave their investor portal to obtain an accreditation letter and complete their commitment. Accreditation letters are delivered within 12 hours.
Upload
Stay compliant with SEC regulations and verify your investor’s accreditation status before every investment. Investors can upload existing accreditation letters directly in their investor portal.
Attest
Create frictionless experiences for investors actively or recently involved with your other offerings. Investors can attest to their accreditation status directly in the commitment flow if they already have a relationship with your firm and completed accreditation for another commitment in the last five years.
“The introduction of InvestNext reshaped our approach. It came at a critical juncture, providing the scalability we needed to surpass our expectations of $50 million in Capital Under Management, reaching $400 million in Capital Under Management within just four years.”
Mike Williams, VP Investor Relations | Open Door Capital
Protect your firm, expand your investor network, and stay compliant with the SEC and other regulatory bodies through fully integrated KYC/AML verification.
Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.
Reduce administrative overhead with automated financial management.
