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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