Vertalo Rolls Out Vertalo I/O to Improve Investor Onboarding and Qualification
Vertalo, the SEC-Registered digital transfer agent that connects and enables the digital asset ecosystem, today unveiled its Vertalo Investor Onboarding (I/O)
solution. Vertalo I/O simplifies online fundraising for startups, venture, and real estate funds that are seeking to improve the investor experience associated with initial offerings, crowdfunded offerings, capital calls, and other events where collection and verification of investor credentials and their funding status is critical. Vertalo I/O is also available as a licensed platform for regulation crowdfunding, Reg A+, and traditional broker-dealers who want to avoid the cost and complexity of building and managing their own investor onboarding and data management technology.