Verification is available to signed-in investors as part of onboarding.

Confidential. Submit only when instructed as part of your subscription process.

Investors

Investor verification

Identity and suitability information is collected across a short, guided flow after you sign in. Log in to continue, or return when our team directs you to complete verification.

Verification

Investor verification

Complete the four steps below in order. Each step is its own secure submission. Banking details for distributions and withdrawals are managed separately under Account & banking.

How this works

We collect standard know-your-investor information: who you are, where you live, how we can reach you, government-issued identification, employment or retirement status, and a brief picture of your private-investment experience. Information is handled according to applicable law and our privacy policy and terms. Questions before you start? Contact support.

Step 1

Personal information

Legal name, residential address, phone, email, and date of birth as they appear on your government ID.

Start step 1

Step 2

Identity & residence

Government ID upload, proof of address, last four digits of your Social Security number for verification matching.

Open step 2

Step 3

Employment & status

Current employer and role, self-employment details, or retired / other status with the fields that apply to you.

Open step 3

Step 4

Investment profile

Experience with private investments, approximate amounts previously committed, and timing of your last relevant investment.

Open step 4

Account

Banking for payouts & withdrawals

Add or update the bank account where you wish to receive distributions. Use the same legal name as on your verification documents.

Account & banking