Identity & Role Check
Confirm user role, organization type and authorized representative details.
Verification
Verification creates trust before investment conversations begin.
This page explains a sample workflow for validating business information, documents and readiness status before stakeholders make decisions.
Document Review
Review business registration, tax documents, licenses, pitch decks and financial summaries.
Readiness Score
Generate a simple readiness status based on profile completion, documents and traction.
Verification Status
Simple status labels make the process clear.
Each document or profile can move through clear states so users know exactly what action is needed.
Pending Review
Verified
Needs Update
Rejected with comment
1
Submit Profile
Business completes profile and uploads required information.
2
Admin Review
Authorized reviewer checks documents, consistency and completeness.
3
Status Update
The system updates readiness level and sends feedback to the business.
4
Investor Visibility
Verified businesses become easier to review and shortlist.