# 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="https://2497228014-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MTbF_iH1LzgHQgxx1j_%2Fuploads%2Fyb84YffgwmzcIa0I4iCe%2Flog%20in%20to%20see%20deal%20dashboard.png?alt=media&#x26;token=057e9aa7-6c66-481c-949b-9e24e05a3408" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2497228014-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MTbF_iH1LzgHQgxx1j_%2Fuploads%2FWhopgko7sRXYC5uCq4e2%2Flogin%20prompt%20.png?alt=media&#x26;token=409643c8-3531-41d9-8cbf-02172a42686c" 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="https://2497228014-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MTbF_iH1LzgHQgxx1j_%2Fuploads%2FQcrzVNMTqOaVRm8EN0CY%2FScreenshot%202025-02-15%2012.59.36%20PM.png?alt=media&#x26;token=8939d4a1-cfa0-48f9-8b77-af29b990d7d3" 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="https://2497228014-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MTbF_iH1LzgHQgxx1j_%2Fuploads%2Fc3uIpfaOXkVxVkIto0F7%2FKYC%20verified%20next.png?alt=media&#x26;token=4a5dc49d-8367-4cca-b092-bbdc233c61aa" 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="https://2497228014-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MTbF_iH1LzgHQgxx1j_%2Fuploads%2Fsi2w3WHQah6fA9QKFuox%2FScreenshot%202025-02-15%201.05.41%20PM.png?alt=media&#x26;token=150ca73c-3192-4351-aab0-437c391d7248" 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="https://2497228014-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MTbF_iH1LzgHQgxx1j_%2Fuploads%2FJ3DT5Ekg67M6AXagg4KN%2FScreenshot%202025-02-15%201.08.37%20PM.png?alt=media&#x26;token=98c1e90b-c65c-4a7f-b343-9d1b9e81066c" 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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