Vertalo, the SEC-Registered digital transfer agent that connects and enables the digital asset ecosystem, today unveiled its Vertalo Investor Onboarding (I/O) solution. Vertalo I/O simplifies online fundraising for startups, venture, and real estate funds that are seeking to improve the investor experience associated with initial offerings, crowdfunded offerings, capital calls, and other events where collection and verification of investor credentials and their funding status is critical. Vertalo I/O is also available as a licensed platform for regulation crowdfunding, Reg A+, and traditional broker-dealers who want to avoid the cost and complexity of building and managing their own investor onboarding and data management technology.
“No one teaches you how to raise money in school, and even for the most experienced entrepreneur – and their investors – it can be a difficult and chaotic experience. Existing cap table platforms lack APIs or connections to issuer websites, broker-dealers, or crowdfunding platforms. So investor data has historically been handled manually, and this impacts everything from books and records to the ultimate funding event. Every one of the more than 10,000 US funding events is handled manually, via email and spreadsheets, a recipe for failure and lawsuits”, said Dave Hendricks, CEO and cofounder of Vertalo. “Vertalo I/O is a SaaS-based approach to investor relations that simplifies the collection of investor data, enables customized investor on-boarding flows, facilitates document signing, and tracks funding against previously committed capital. After a year of co-development, testing, and real-world implementations, Vertalo is ready to offer ‘investor on-boarding as a service’ to any startup, crowdfunding platform, Broker-Dealer, VC, and Real Estate Fund manager that wants to attain order from chaos”.
“Vertalo has powerfully integrated Netki’s industry leading know your customer and anti-money laundering customer onboarding tools into their own platform. This allows crowdfunding platforms, broker dealers and issuers to quickly and easily get up and running without having to worry about the details and delays of doing their own integration, providing a seamless experience for both the investors and operators,” said Justin Newton, CEO of Netki.
