Three steps.
That's all it takes.
01
Your investor submits their W-2s, tax returns, or professional credentials through a secure, encrypted link you send them.
02
Our AI flags key data points in seconds. Then a licensed compliance reviewer confirms every decision. No investor is approved or rejected by algorithm alone.
03
SEC-compliant verification letter delivered to your dashboard within 24 hours. Download it, share it, attach it to your subscription docs.
0
hours average turnaround
Most verifications complete same-day. Not same-week.
AI + HUMAN
Our AI processes documents in seconds, extracting income figures, asset values, and credential data. But every decision passes through a licensed compliance professional. That's not a feature — it's a principle.
COMPLIANCE
Every verification letter meets Regulation D Rule 506(c) requirements. When regulators ask how you verified your investors, you'll have a clear answer.
SECURITY
Investor documents are encrypted at rest and in transit. We never share, sell, or retain documents beyond the verification period. SOC 2 compliant infrastructure.
SPEED
Traditional providers take a week. Our AI pre-screening means human reviewers focus only on what matters. Most verifications complete within a single business day.
PATHS
Income verification, net worth, joint income, professional licenses (CPA, attorney, CFA, Series 7/65), and entity verification. Every path to accredited status, covered.
PLATFORM
Track every investor's verification status in real time. Send invite links, manage letters, see analytics. Embeddable widgets and API for platforms. This isn't a service — it's infrastructure.
7 days
Traditional verification
Manual review · No dashboard · Black box process
24 hours
Runafy
AI + human review · Full dashboard · Complete transparency