> For the complete documentation index, see [llms.txt](https://docs.smartfunds.xyz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.smartfunds.xyz/getting-started/smartspv-investor-onboarding-guide-how-to-invest-in-a-deal.md).

# SmartSPV Investor Onboarding Guide: How to Invest in a Deal

### Step 1: Accept Your Invitation

* You’ll receive an email invitation to invest in the SmartSPV.
* Click the link in the email to begin onboarding.

### Step 2: Login To Review the Deal

* Login using the invited email address

<figure><img src="/files/qH4whONbTInMQXRlmukf" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/JXKgxQWE7dmntY48Mzuk" alt="" width="563"><figcaption></figcaption></figure>

* Access the Deal Dashboard to view key investment details.
* Download due diligence materials and assess the opportunity.
* Once ready, to move forward with the investment, accept the invitation to invest and then click next to proceed.

<figure><img src="/files/CQIrcN02fnItcUZjh5U3" alt=""><figcaption></figcaption></figure>

### Step 3: Complete KYC & Accreditation

* SmartFunds will verify your Know Your Customer (KYC) and Accreditation status.
* If not pre-verified:
  * KYC: Click the provided link to complete verification via Bridge.
  * Accreditation: Complete verification through VerifyInvestor.com.
* Once approved, click Next to proceed.

<figure><img src="/files/ABdF20jJwzmHCqHJ3czQ" alt="" width="472"><figcaption></figcaption></figure>

### Step 4: Input Your Investment Details

* Select your investment amount and closing method (USDC or bank wire).
* Review a breakdown of platform fees before proceeding.
* These details will be used to generate your subscription documents.

<figure><img src="/files/4PfmOyJcBym1l3lJ36k4" alt="" width="549"><figcaption></figcaption></figure>

### Step 5: Sign Investment Documents

* Click "Create Docs" to generate your custom offering documents
* Review the subscription agreement and related documents.
* Sign electronically using the name from your KYC records (mismatches will be rejected).
* Once signed, move to the closing process.

<figure><img src="/files/CfUpERG6wSWW15dySTv2" alt="" width="562"><figcaption></figcaption></figure>

### Step 6: Fund Your Investment

* Choose your payment method:
  * USDC: Connect your wallet (SmartSPVs operate on BASE blockchain).
  * Bank Wire: Receive automated wire instructions for your transfer.
* Once the transaction is completed, your investment is tokenized automatically.

### Step 7: Completion & Confirmation

* Once funds are received, your SmartSPV investment is finalized.
* You will receive confirmation and tokenized ownership.

#### Next Steps:

* Monitor your investment on the platform.
* SmartSPV’s secondary market will provide future liquidity options.


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