Automate Investor Relations
KYC & Accreditation
Cap Table Management
Unlocking secondary in syndications
An institutional quality sponsor
How to tokenize a syndication
Confidently onboard more investors
Manage KYC and accreditation requirements for both 506(b) and 506(c) offerings
Exceed investor expectations
Enable your investor community with access to everything they need.
Integrate your investor portal to your website and showcase your firm brand and colors.
Effortlessly send distributions, updates and personalized content.
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
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
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
Ready to see how it works?
Join the GPs getting ahead of the curve