Investor Onboarding

Step-by-step flow for Reg D (accredited) and Reg CF (retail) investors. Replace placeholders with live integrations for KYC, agreements, wallet connection, and minting.

1. Select Investor Type

2. Complete KYC Verification

Reg D uses enhanced accreditation (SumSub); Reg CF uses standard identity (Stripe Identity). Sumsub secrets detected — you can launch KYC now.

Preparing...

KYC completed (placeholder). Integrate SumSub/Stripe Identity.

3. Sign Subscription Agreement

RevOps.io agreement IDs differ by investor type. Replace placeholders.

Agreement signed (placeholder). Integrate RevOps open() call.

4. Connect Wallet

Support MetaMask, Coinbase Wallet, WalletConnect. Use wagmi/rainbowkit or native providers.

Connected:

5. Mint ERC‑1155 Certificate

Lazy mint with investor class: 1=RegCF, 2=RegD. Replace with your contract ABI and address.

Tx:

6. Investor Dashboard

Show certificate balance, implied valuation, and lock-up status. Replace with on-chain reads.

ERC‑1155 Certificates

Implied Valuation

Lock‑Up Status