Investors who are being invited to a consolidation vehicle have to complete an online form, 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 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 some terms & conditions as well as 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 with regards to future corporate actions.

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I have more questions

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