Process Automation for Investor Accreditation
True investor accreditation automation starts by solving the document problem. Stop manually chasing and verifying investor paperwork and start accelerating your fundraising.
Automate Accreditation Now →Why Investment Teams Automate Investor Document Collection
Our platform is engineered to handle the unique compliance and security challenges of investor accreditation, ensuring a seamless process for you and your end-clients.
AI-Powered Document Validation
Our AI automatically analyzes submitted documents for authenticity, completeness, and expiration dates, ensuring every investor meets strict accreditation requirements without manual review.
Automated End-Client Follow-Ups
Eliminate manual follow-ups. The system automatically sends reminders via email and WhatsApp to end-clients, notifying them of exactly which documents are still required to complete their profile.
Real-Time Status Tracking
Gain complete visibility into the process. Track the status of each investor and every individual document, instantly identifying bottlenecks and seeing why a file is invalid.