Keep your fund compliant via accreditation, KYC, and AML

Staying compliant requires a few things, including vetting your LPs.

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$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$650MM AUM

$700MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$650MM AUM

$700MM AUM

Your partner in investment management

Accreditation

For 506(c) deals, our direct integration with Parallel Markets allows LPs to verify their accreditation status within the portal, keeping the process smooth and free from interruptions.

Switch from 506(b) to 506(c) with ease

You can easily switch your deal from 506(b) to 506(c) directly within the portal.

Configurable accreditation

You have various options for turning on accreditation. For instance, you can enable it during soft commitment, require accreditation before signing, or make it a simultaneous step for counter-signing.

KYC / KYB

Verify your LPs in less than 3 minutes.

Verify only when you need it

Activate KYC / KYB / accreditation verification on a per-offering basis to ensure you only verify when you need to, keeping the investment process as simple as possible for your LPs.