Integrated KYC / AML Verification

For rapid and secure investor onboarding. Protect your firm, expand your investor network, and stay compliant with SEC regulations through fully integrated KYC/AML verification.

Fast & Secure

Onboard investors quickly as you scale to keep your deals moving forward. Investors complete KYC/AML verification securely from within the InvestNext platform.

Simplified Compliance

Maintain compliance and build confidence with experienced investors, demonstrating your commitment to security and compliance.

Fast & Secure

Frictionless Verification

Empower investors to complete KYC/AML verification securely from within the InvestNext platform, leveraging technology built with financial institution grade security to keep their data safe. With frictionless verification, you can onboard investors quickly to raise capital fast and keep your deals moving forward.

Simplified Compliance

Maintain Compliance & Build Trust​

Protect your firm and stay compliant with SEC regulations. With investor-friendly verification flows, you can maintain your processes and build trust easily as you scale.

“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

Highest Rated for User Satisfaction

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Industry Leading Security

Keep data secure with the highest industry standards for encryption, data storage, and authentication - verified by strict external audits.

Branded Investor Portal

Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.

Automated Back-Office

Reduce administrative overhead with automated financial management.

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