InvestNext Accreditation | Verify Accredited Investors Seamlessly

Investor Accreditation

Fast & Flexible Accreditation

Maintain compliance for 506(c) deals while delivering an investor-friendly, effortless workflow. Verify accreditation status and empower investors to get accreditation letters – seamlessly integrated into your flow.

Intuitive

Offer greater clarity and reduce the number of investor errors through an intuitive, question-driven accreditation flow.

Controlled

Empower investors to complete accreditation requirements directly from the investor portal or as a step in your commitment flow.

Flexible

Empower investors to obtain new accreditation letters, upload existing ones, or self-attest to an existing relationship with your firm.

Intuitive

Provide Clarity and Reduce Errors

Our uniquely designed, question-based accreditation flow guides your investors through requirements to reduce errors and help you stay compliant.

With greater clarity on document requirements and next steps, you’ll reduce time spent fielding questions and resolving investor mistakes – all while your investors benefit from a straightforward, frustration-free process.

Controlled

Customize Your Investor Experience

Reduce friction without sacrificing compliance. Integrate accreditation as a required step in your commitment flow or allow investors to self-manage their documents at any time directly in your investor portal. You can even assign accreditation requirements to your investors in just a few clicks.

Flexible

Secure Funding Fast with Flexible Options

Keep commitments moving forward with single-stop accreditation directly inside InvestNext. Investors never have to leave their investor portal to obtain an accreditation letter and complete their commitment. Accreditation letters are delivered securely within 12 hours.

Investors can also upload existing letters or self-attest if they already have a relationship with your firm and completed accreditation for another commitment in the last five years.

Fast & Secure

Eliminate Friction

Easy to use for investors, and even easier to manage for sponsors. Investors experience a smooth verification process that doesn’t redirect them outside of your portal or add unnecessary friction to your subscription process.

On average, investors complete verification requirements in less than 1 minute, and over 90% of investors are approved on their first attempt. And with over 14,000 global ID types accepted, you can offer the same great experience to all of your investors regardless of location.

What our clients say

“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

Satisfied Users. Long-Term Partnerships.

Explore the platform

Integrated KYC / AML Verification

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

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.