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

  • 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.

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.

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.

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.

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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