Simplified Investing

for

Private Securities

Verity is a secure, scalable platform designed to streamline complex investment processes and ensure compliance across diverse asset classes.
Verity Platform Investment View

Built on Industry-Leading Technologies

Enterprise-grade technology, featuring AWS, DigitalOcean, NextJS, Vercel, OpenAI, InvestReady, and many more to power our secure, scalable, and compliant investment software solution.

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Investments Simplified

Streamlining the Investment Experience

Managing complex investment processes doesn’t have to be overwhelming. Verity’s platform is designed to streamline every step, from onboarding to compliance, so you can focus on maximizing returns.Verity Project Investments Overview (Mobile)

Streamlined Onboarding

Verity automates the initial stages of the investment process, simplifying KYC/KYB, accreditation, and documentation, making it easy for investors to get started quickly and for sponsors to manage compliance seamlessly.

Automated Document Generation

From subscription agreements to private placement memorandums, Verity’s vDocs feature automates the creation and distribution of essential legal documents, reducing time and minimizing errors.

Seamless Capital Management

Track capital commitments, manage allocations, and automate fund transfers with our intuitive capital management tools. Keep everything in one place and maintain clear visibility at every stage.
Verity Project Investments Overview (Desktop)
Regulatory Compliance

Compliance Made Simple

Tools to automate and streamline compliance processes, so you can focus on growing your investments without worrying about regulatory hurdles.Verity Account Verification (Mobile)

Automated KYC/KYB Verification

Verity’s integrated system automates Know Your Customer (KYC) and Know Your Business (KYB) checks, ensuring all participants are verified and compliant.

Accreditation Management

Manage investor accreditation with real-time verification, automated updates, and secure documentation.

Simplified CTA Filings

Verity simplifies compliance with the Corporate Transparency Act (CTA) by automating beneficial ownership filings. Our platform centralizes entity information, automatically populates forms, and tracks submission statuses, ensuring accurate reporting and reducing the risk of penalties for missed deadlines.

Audit Trail & Reporting

Generate detailed compliance reports and maintain a secure audit trail for every transaction, ensuring complete transparency.
Verity Account Verification (Desktop)
Collaboration

Seamless Collaboration, Enhanced Productivity

Empower your team with integrated tools for file sharing, task management, and real-time collaboration, ensuring smooth project workflows from start to finish.
Investment Management
Empower your investment team with tools for seamless capital management, real-time reporting, and investor relations, ensuring clarity and control throughout the investment lifecycle.
Capital Management
Manage investor commitments, track allocations, and automate fund transfers, keeping every transaction transparent and organized.
Investor Relations
Communicate updates, share reports, and provide investors with a transparent view of their holdings, fostering trust and engagement.
Document Generation
Create and manage essential legal documents, from subscription agreements to compliance reports, with automated accuracy and speed.
Getting Started

Schedule a Demo

Discover how Verity can streamline your private investment process, providing you with a secure, scalable platform to manage your investments.
Predictable Costs. No Fees Tied to Capital Raised.

Industry Disruptive Plans

Free

Perfect for individual investors. Enjoy complete access to all entity management features, document storage, and investment dashboards.

$0

/mo

  • All Entity Management Features
  • Secure Document Storage
  • Comprehensive Investment Dashboards
  • Compliance & Reporting Tools
  • Annual CTA Filing ($150/Entity)

Organizations

Best for issuers and general partners. Manage investors, launch projects, and raise capital with advanced compliance and legal tools.

$500

/mo

  • All Features from Free Plan
  • Project Launch & Fundraising Tools
  • Investor ID & Accreditation Verification
  • Investor Management & Communication
  • Compliance & Capital Management
  • Add-On: Unlimited Legal Docs ($850/mo)

Custom Enterprise Plan

Tailored for large issuers or syndicators with specific platform requirements. Collaborate with our team to build a custom frontend, while leveraging our backend infrastructure for a seamless solution.

Frequently Asked Questions

Your Questions Answered

We’ve compiled a list of the most commonly asked questions to help you better understand our platform and services.

What is Verity, and how does it work?

Verity is a comprehensive investment platform designed to streamline the management of private securities. Our platform automates compliance, capital management, and investor relations, making it easier for issuers and investors to manage their investments.

Who is Verity designed for?

Verity is designed for both individual investors and investment organizations, such as issuers, general partners, and fund managers. It provides robust tools for managing entities, compliance, and investor relations, making it suitable for various types of investment entities.

What compliance features does Verity offer?

Our platform includes automated Know Your Customer (KYC) and Know Your Business (KYB) verification, investor accreditation, and comprehensive compliance reporting. We also support Corporate Transparency Act (CTA) filings for entities, ensuring your organization remains compliant with regulatory requirements.

How is Verity different from other platforms?

Verity is built on enterprise-grade technology and offers scalability, security, and flexibility that other platforms often lack. Our seamless integration with top providers like AWS, Vercel, and Polymesh ensures your investments are managed with the highest standards of security and performance.

Can I customize my investment dashboard?

Yes, Verity allows issuers to customize their dashboards to display relevant metrics, reports, and investor updates, ensuring that you have a clear view of your investments at all times.