The shared layer
Get pre-approved for private markets.
Think of the Investor Passport the way a lender thinks of mortgage pre-approval. Do the verification work once, up front — and when the right allocation opens, you can move immediately instead of losing the window to weeks of forms.
Why readiness wins the allocation
Private allocations close fast and are often oversubscribed. The investor who is already verified — identity, entity, accreditation, tax, and banking in good order — can Select · Fund · Secure in one motion. The investor who starts the paperwork after the offer appears usually arrives too late. Readiness is the difference between watching and owning.
What a ready Passport means
- Identity and entity verified and current
- Accreditation or qualification confirmed, not expired
- Tax classification (W-9 / W-8) on file
- Banking verified and funding pre-armed
- Authorized signers and consents in place
Three readiness states
Your Passport shows where you stand at a glance: Ready — act immediately; Expiring — a document needs refreshing before it lapses; or Action needed — something is missing. Like a pre-approval letter, it is kept current so it is trustworthy the moment you need it.
Check your readiness → How do you want to invest?
Planned capability shown for demonstration. Readiness reflects the completeness of your profile, not eligibility for any specific offering, and is not investment advice.