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Investors who are being invited to a consolidation vehicle have to complete an online form, complete KYC, and digitally sign an agreement. The specific experience varies depending on the configuration of your Consolidation Vehicle. For a preview of the experience, please contact the Rollups team to learn more.

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Why do investors need to complete KYC?

We require KYC to be able to process distributions of cash (or public stock) for the investors.

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What documents are investors signing?

They are reviewing terms and conditions, completing KYC, and completing the Consolidation Vehicle agreement, which governs how their holdings will be consolidated. Some Consolidation Vehicles are also configured with a proxy or power of attorney regarding future corporate actions.

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I have more questions

Please contact us at help@rollups.com to learn more.