Compliance in-a-box
We make it easy for portals to track, verify, & manage their investors for Title II and Title III investments.
Title II
InvestReady offers best-in-class investor verification technology..
4
Types of Verification
- - Income
- - Assets
- - Third Party Verifier
- - Trust or Entity
5
Technology Partners
- - We plug into the IRS
- - We pull credit reports from TransUnion
- - We allow secure file transfers with LeapFile
- - We are scalable with TaxFyle
- - We check with CPAVerify and other providers
$20
Simple Pricing
We charge $20 per verification. All our verifications are reliable because we are personally signing off on them so that you always remain compliant. Our technology is easy to integrate, customizable, and allows you to pay for the investor.
Get Started with your Title II Developer Account here
Title III
InvestReady is the standard, centralized network platform to track investors.
| Portal | Value | Investors |
|---|---|---|
| Fill “reasonable basis” requirement for tracking investors | COMPLIANCE | Understand limits and regulations |
| Get standardized investor education materials and forms to use | EDUCATION | Easily manage and fulfill education requirements |
| Save costs on development and production | FREE | Compliance and investment tracking in one place |
| Know that you are in good hands with the industry leader | STANDARDIZED | Investors will be comforted knowing you are using InvestReady |
| Don’t share your deal information with other portals | PRIVACY | Don’t reveal total limit - only a yes or no |
Get Started with your Title III Developer Account here
We got your back
InvestReady takes full liability for investor verifications and offers a completely free and standardized compliance package for Title III.
Unbeatable protection
InvestReady helps you optimize deal flow by making it easier for investors to access your investment opportunity while creating a secure exchange between all parties. Our technology removes the hassles and hoops of document signing, verifying investors, and storing of sensitive information all while making it easier and safer for investors to meet compliance requirements and invest online.
So what are you waiting for? If you are a portal or entrepreneur, sign up right away to start taking advantage of InvestReady’s technology, community, and network!
GET STARTED