Confidently onboard more investors
Manage KYC and accreditation requirements for both 506(b) and 506(c) offerings
Exceed investor expectations
Investor self-service
Enable your investor community with access to everything they need.
Company branded
Integrate your investor portal to your website and showcase your firm brand and colors.
Automated workflows
Effortlessly send distributions, updates and personalized content.
Streamlined KYC
Expand your investor network with ease
- Initiate seamless KYC checks for new investors or partners
- Automate the KYC/ AML process including ID, Liveness, Proof of address and AML screening
506B Offerings
Streamlined Investor Questionnaire
- An easy online process for investors to complete the questionare
- Our questionnaire eliminates tiny text boxes on pdfs, allowing you to review answers before countersigning and minimizing the risk of errors
Parallel Markets
Seamless Accreditation for 506(c) Deals
- Third-party verification for accredited investors directly within our portal
- Investors can verify without leaving the subscription process, reducing friction for capital raising
- Parallel Markets' unique 'Passport' allows investors to make repeat investments with ease
