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.