Onboarding

Before you can invest in a Vault, you must complete a one-time onboarding process including submitting your KYC, reviewing and signing legal agreements to gain deposit access to a specific Vault.

Onboarding is Vault-specific. Each Vault may have different KYC and legal requirements based on its fund structure and jurisdiction.

1

Visit the Vault Page

Go to the Vault you wish to invest in and Click “Start Onboarding”

2

Complete KYC (Identity Verification)

• A KYC form will open directly inside the page

• Submit your:

  • Government-issued ID

  • Proof of residence or business details

• Verification typically takes a few minutes to 24 hours

3

Wait for KYC Approval

• You will automatically receive an update once your KYC is approved

• If approved, you’ll proceed to the next step

• If rejected, the process will stop, and you’ll be notified

4

Review & Sign Legal Documents

Once KYC is approved:

• You’ll see the legal agreements for the Vault:

  • Limited Partnership Agreement (LPA)

  • Subscription Agreement

• Review the documents carefully

• Use the built-in signing tool (e.g., Dropbox Sign) to digitally sign them

5

Await Manager Approval

• After signing, your onboarding profile is sent to the Vault Manager for final review

• The Manager may:

  • Approve your profile → You’re onboarded

  • Reject it → You’ll be notified via email

You’ll receive a confirmation email once approved.

6

Onboarding Complete

Once approved:

• Your wallet is whitelisted to deposit into the Vault

• You’ll see a “Deposit Now” button on the Vault page