Investor onboarding improvements

A reworked investor onboarding got released recently to increase conversion.

Here’s what’s changed:

  • Onboard as a new investor without selecting a pool
  • A simpler experience of onboarding the first pool as a new investor
  • A shorter way to onboard additional pools

There are a few clean-ups pending and much more left to improve – such as signing subscription agreements or allowing Asset Originators to manage the onboarding process… Stay tuned!