While you can design your Investor Flow easily with WB platform's supported modules, here's an example for your reference.
The following steps have been added to this flow:
- Review PDF Document: Prompts the investor to acknowledge that they have reviewed required documents before investing (for example, a PPM)
- Complete Custom Offer Form: Prompts the investor to provide offer-specific information before they can proceed with an investment
- Optional
- For more information, click here
- Complete Account (KYC) Form: Collects personal identifying information and supporting files required to kick off a Know Your Customer/Anti-Money Laundering check
- Accreditation: Allows the user to select their accreditation status, and upload supported files if needed
- For more information on accreditation, click here
- For more information on accreditation, click here
- E-Sign Subscription: Prompts the investor to sign any required forms (for example, a subscription document) electronically within the platform
- Manual Approval: Allows platform administrators to approve transactions before the investor can continue to the payment screen.
- Optional
- You can use the inline editor to customize your system message, letting the investor know approval is pending
- Optional
- Payment Method: Prompts the investor to select a payment method and/or submit payment
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