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

Ready to see how it works?

Request Demo
Join the GPs getting ahead of the curve