Dashboards and queues show status, workload, and review readiness.
Investor eligibility workflow for private funds
Investor accreditation without spreadsheets, email chains, or document chaos.
ScreenInvestor helps fund administrators manage investor eligibility, document requirements, reviewer decisions, signer approval, letter issuance, and audit history in one structured workflow.
RC1 demo-ready for discovery and controlled pilots with synthetic or low-risk data.
The problem
Accreditation review still lives across too many tools.
Investor verification often runs through email threads, spreadsheet trackers, shared folders, manual review notes, and separate signer follow-up. That works until documents are incomplete, ownership is unclear, or the audit story has to be reconstructed later.
Email follow-up
Spreadsheet status
Shared-folder evidence
Manual checklist review
Signer delays
Fragmented audit history
The solution
One case-centered workflow from intake to issued letter.
ScreenInvestor brings investor context, fund context, qualification paths, evidence requirements, clarifications, reviewer actions, signer authorization, letter lifecycle, and audit history into one operating record.
The document matrix connects uploaded files to path-specific requirements.
Clarifications stay in the case record instead of getting buried in email.
Signer review and letter lifecycle tools keep approval separate from reviewer preparation.
Product workflow
Designed around real fund operations handoffs.
Investor / Third Party
Document Matrix
Reviewer
Signer
Letter
Audit
Screenshots
Actual demo screens from the seeded ScreenInvestor environment.
Demo videos
Use the right walkthrough for the conversation.
Demo videos are available in the repository media pack. Large WebM files are linked rather than bundled into this website app.
Capabilities
Built for the people who move verification work forward.
Reviewer Experience
Queues, search, filters, case workbench, checklist, document matrix, clarifications, and readiness signals.
Signer Experience
Dedicated signer queue, final approval actions, letter preview, issuance, reissue, and history.
Investor Experience
Assigned cases, upload workflow, clarification responses, status timeline, and issued letter access.
Third-Party Verification
CPA, attorney, broker-dealer, and adviser verification requests with support uploads and attestations.
Compliance & Audit
Material case events, status transitions, approvals, clarification history, and letter activity in the audit trail.
Platform & Engineering
React/Vite frontend, FastAPI backend, local SQLite demo, PostgreSQL scaffolding, pytest, and Playwright coverage.
Security and readiness
Honest RC1 positioning for early conversations.
ScreenInvestor RC1 is demo-ready and controlled-pilot ready with synthetic or explicitly low-risk data. It is not production-hardened for real investor PII yet.
Production use requires additional controls around tenant isolation, MFA/SSO, secure invitation flows, production object storage, malware scanning, tamper-evident audit logging, monitoring, backups, and operational security.
FAQ
Direct answers for discovery calls.
What is ScreenInvestor?
ScreenInvestor is workflow software for investor eligibility and accredited investor verification.
Who is it for?
Fund administrators, private fund operations teams, compliance users, reviewers, signers, investor relations teams, and design partners.
Is it production-ready?
No. RC1 is demo-ready and suitable for controlled pilots with synthetic or low-risk data.
Does it replace legal judgment?
No. ScreenInvestor supports workflow consistency and evidence visibility. Reviewer and signer decisions remain human decisions.
Can it integrate with existing systems?
The current prototype is built with a FastAPI backend and can support future integration planning during pilot discovery.
Does it use AI?
The demo includes a mock advisory AI review assistant. It never approves or rejects investors.
Can we run a pilot?
Yes, with a controlled scope using synthetic or explicitly low-risk data and clear hardening expectations.
Where is the app hosted?
Production placeholders are screeninvestor.com for the website, app.screeninvestor.com for the app, and api.screeninvestor.com for the API.
How do I request a demo?
Use the request demo link to send an email with context about your current workflow.
Request demo
Ready to review the workflow?
See reviewer queues, document matrix, clarifications, signer approval, letter lifecycle, investor and third-party portals, and audit history in one walkthrough.
Request Demo