Simplified Investing
for
Private Securities

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.








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.
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.
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.
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.
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