Our team is happy to announce Investor Verify, our latest innovation included as a service within AppFolio Investment Management.
With Investor Verify, you can now ensure that prospective investors in your new offering are accredited without having to verify any documents yourself, allowing you to easily meet 506(c) general solicitation requirements.
Investor Verify can ensure your verification workflow is:
The verification process can be completed for an investor within 1 business day.
Whether they are individual investors or business entities, your investors can easily verify their accreditation status directly from their AppFolio Investment Management Investor Portal, creating a seamless and professional experience for your investors.
We’re excited to continue to bring new innovation to our customers that keeps their fundraises streamlined and professional. Request a demo today to see how it works.