SPACPilot · Investor onboarding

Investor onboarding your LPs will actually finish

One link takes each investor from subscription agreement to KYC to accreditation to signature — about five minutes, with the sponsor watching progress live.

Sponsor raises stall in the paperwork: sub docs sit unsigned in inboxes, accreditation evidence arrives as a photo of a PDF, and nobody is sure which of the fifteen LPs actually finished KYC.

SPACPilot gives every investor a personal onboarding portal. They review the offering documents, complete KYC/AML, self-certify accreditation under Reg D 506(c), sign electronically, and receive funding instructions — while your team sees exactly which step each investor is on and who needs a nudge.

What you get

Guided seven-step portal

Welcome → docs → KYC → accreditation → sign → fund → done. Investors can pause and resume; the link stays valid.

Reg D 506(c) accreditation

Structured self-certification with evidence upload, tracked to verified status per investor.

Native e-signature

Sign in the portal with full audit trail — IP, timestamp, countersign — and automatic filing to the document vault.

Live pipeline for the sponsor

See every investor's current step, days since invite, and outstanding items from one screen.

How it works

01

Invite the investor

Name, email, proposed allocation. SPACPilot generates the portal link and sends the invite.

02

They complete the flow

Docs, KYC, accreditation, signature — about five minutes end to end.

03

Cap table updates itself

On signature, the position lands on the ledger with the paper attached.

Common questions

How long does onboarding take an investor?

About five minutes from opening the link to signed subscription agreement, assuming they have their accreditation evidence handy. They can pause at any step and resume later.

Does SPACPilot support 506(c) verification?

Yes — the portal collects structured accreditation self-certification and evidence suitable for Reg D 506(c) reasonable-steps verification, and tracks each investor to verified status.

Can an investor's team have multiple contacts?

Yes. Each investor record supports multiple contacts (GP, CFO, counsel, assistant) with a designated primary for notices.

Live demo · pre-seeded SPAC · no commitments

See exactly what your sponsor team would see on day one.

Sign in with our demo credentials and explore a fully populated sandbox SPAC — cap table, capital calls, expenses, investor portal, and the auditor view.

Password
spacpilot-demo