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FOR INVESTORS
Get verified. Keep your opportunity moving.
Complete an accredited investor verification and receive a letter signed by an eligible verifier when approved.
Start verificationVerification infrastructure for private markets
Ready investors.
Ready capital.
Accredited investor, KYC/AML, Bad Actor, Qualified Purchaser, and Qualified Client workflows—from one-off checks to embedded infrastructure.
- 2013 infrastructure launch
- 5 integration paths
- 1 verification layer
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Request created Hosted, embedded, or API✓
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Evidence reviewed Method-specific workflow✓
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Verification delivered Status + signed letter
RESULT
Ready for the offering workflow
Rule 506(c) workflows
Eligible-verifier letters
Non-broker provider
Customer support included
US and global paths
Start with your role
One platform. Three clear paths.
Investors get a straightforward verification experience. Issuers and platforms get scalable workflows. Developers get integration choices that meet the product where it is.
MOST FLEXIBLE
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FOR ISSUERS & PLATFORMS
Scale verification without building the operation yourself.
Use non-expiring credits, managed workflows, KYC/AML, repeat-investor options, and white-label integrations.
View current pricing03
FOR DEVELOPERS
Start hosted. Embed deeper when the product is ready.
Choose link, page, iframe, advanced iframe, or white-label integration paths with a sandbox and documented APIs.
Explore developer docsA broader verification stack
Build the exact eligibility workflow your product needs.
Use accredited investor verification alone—or combine it with identity, eligibility, monitoring, and repeat-investor services.
CORE
Accredited investor verification
A structured verification workflow designed to support Rule 506(c) reasonable-steps processes for individuals and entities.
IDENTITY
KYC / AML
Initial identity and AML checks through Plaid, with API access and monitoring options.
SCREENING
Bad Actor checks
Screen covered persons and support disqualification review workflows.
ELIGIBILITY
Qualified Purchaser
Document and review eligibility for offerings that require Qualified Purchaser status.
ELIGIBILITY
Qualified Client
Support performance-fee eligibility workflows with reviewable documentation.
REPEAT INVESTORS
5-year issuer verification
Reconfirm eligible repeat investors annually or ad hoc after an initial verification and investment.
Annual + ad hoc reconfirmation
Need a non-US or custom exemption workflow?
Global exemption and custom compliance portal configurations are scoped to the use case.
A cleaner operating flow
From request to result—without losing the investor.
Match the verification experience to your product, preserve a clear status trail, and keep the next action obvious for investors and operations teams.
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Choose the workflow
Start with a direct link, hosted page, embedded experience, or API integration.
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Collect and review
Guide the investor through the evidence path that fits the requested verification.
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Return the outcome
Receive status and supporting output for the issuer or platform workflow.
integration-choice.json
LIVE
01
{02
"goal": "launch quickly",03
"control": "your choice",04
"paths": [05
"hosted_link",06
"hosted_page",07
"iframe",08
"advanced_iframe",09
"white_label_api"10
]11
}Current pricing guide
See the options. Keep the rates in one current source of truth.
InvestReady shares current commercial terms through a DocSend guide instead of a static website rate table. Review the available structures, then our team can help match them to your volume, service mix, and integration path.
- Accredited investor verification options
- Prepaid volume credits and recurring programs
- KYC/AML, 5-year, and additional eligibility services
- Custom portals, global workflows, and integrations
The guide opens in DocSend. A business email may be requested so our team can follow up with the options most relevant to your program.
WHAT THE GUIDE COVERS
Commercial paths by operating need
Current guide
One-off verification
For individual investors and occasional standalone requests.
Volume credits
For issuers and platforms with forecastable demand.
Recurring programs
For higher-throughput programs using several verification services.
Custom + integrated
For embedded, API, white-label, global, and custom portal requirements.
Built for the long run
Private-market verification experience that predates the category rush.
2013InvestReady infrastructure launch
5integration paths
0broker conflict of interest
InvestReady’s continuous focus on improving its product enhances the experience we can offer.
First Class Demand Notes program
InvestReady customer since 2017
Common questions
Know what happens next.
Still deciding between a one-off workflow, volume program, recurring plan, or custom integration? The fit router takes less than a minute.
How do I see current InvestReady pricing?
Use the pricing guide link on this page. It opens in DocSend and may request a business email before displaying the current commercial options, allowing our team to follow up with the most relevant path.
Can issuers and platforms use prepaid credits?
Yes. Prepaid credits are available for volume programs, and purchased credits do not expire. The current guide explains the available commercial structures.
How do we choose between credits and a recurring program?
The right structure depends on annual volume, monthly concentration, additional verification services, and integration requirements. Review the current guide first; our team can then help compare the paths using your forecast.
Do we need to build an API integration?
No. Hosted link, hosted page, and iframe options support faster launches. Advanced iframe and white-label paths are available when tighter product control is needed.
How does the 5-year issuer workflow work?
It is intended for investors who completed an accredited investor verification and an investment. The issuer can use annual or ad hoc reconfirmation for up to five years, subject to the applicable requirements and service terms.
Does InvestReady provide legal advice?
No. InvestReady provides verification technology and operational services. Issuers should work with their own counsel on offering structure, legal conclusions, and the application of securities laws to their facts.
Can InvestReady support non-US investors?
Non-US and global exemption workflows may be available depending on the jurisdiction and use case. Those workflows are scoped separately.
Choose the next step
Bring your verification workflow into focus.
Start an investor verification, launch with a developer account, or review the current commercial options for your issuer or platform workflow.