Venues
Launch with onboarding, wallet access and records in place.
SEC Innovation Exemption · Effective Sept 17, 2026
The Innovation Exemption Is Live. Are You Ready?
We help Tokenized Securities Venues (TSV) verify participants, link wallets and keep the records the order expects.
Your counsel decides how the exemption applies. We handle the operational work.
ILLUSTRATIVE
JLParticipant VerifiedIdentity · Sanctions screeningPassed
Wallet Linked0x7a3f…c41eLinked
Access ApprovedRecord saved
Experience Behind the Work
2013Verifying investors since
42,000+Certificates issued
55+Countries served
IndependentNo broker-dealer or venue ownership
Figures reflect InvestReady's broader verification business.
Who We Work With
Infrastructure
Add verification and permissioning to the platform you run for clients.
Liquidity Providers
Get your covered-firm records and screening ready.
Start With a Fixed-Fee Assessment.
Services
Assess. Implement. Operate.
Pick the stage you need. Scope and fees are agreed up front.
01
Launch Assessment
Map your access model, gaps and next steps.
- Onboarding and wallet workflow map
- Review of current KYC and screening
- Written plan with owners and fees
Fixed fee
Request an Assessment02
Permissioning Setup
Put verification and wallet access into production.
- Identity and entity checks
- Wallet-to-record linking
- Suspension and review procedures
Scoped setup fee
Discuss Setup03
Ongoing Monitoring
Keep records current while you operate.
- Scheduled re-screening
- Access-change records
- Evidence exports on request
Monthly service
Scope Monitoringaccreditoken
Credentials That Travel
Reusable accreditoken credentials, each with a QR code a venue can scan. Tap a card.
Sample credentials for illustration.
accreditoken
From Letter to Credential
A verification result like this sample letter can be tokenized as an accreditoken credential and checked with a zero-knowledge proof.
- Tokenize the ResultThe letter's outcome becomes a reusable credential
- Prove, Don't ShareZero-knowledge proofs confirm status without exposing the documents
- Reuse Across VenuesEach venue checks it against its own rules
INVESTREADY VERIFICATIONSACCREDITED INVESTOR VERIFICATIONInvestor Legal Name: Leslie Knope
Within the three months preceding this letter, reasonable steps were taken to verify that Leslie Knope is an accredited investor under Rule 501(a) of Regulation D.
- 1. Identity. Verified by documentary and biometric check.
- 2. Commitment. Confirmed in writing by the recipient of the investment.
- 3. Representations. Written representations received from the investor.
- 4. Determination. The named person is an accredited investor.
Validity. Valid through 30 November 2026.
Issued by InvestReady VerificationsSample for illustration. Not an issued letter.
Workflow
How It Works
Every approved wallet traces back to a verified participant.
Verify
Check the person or entity
Link
Tie the wallet to the record
Permission
Feed your access decision
Review
Suspend or reinstate on change
Record
Keep the evidence trail
Your venue stays responsible for its permissioning. We run the tasks you assign, with accreditoken handling wallet linking.
Already Have a KYC Provider? We'll Work With It.
Built Around Your Stack
We start with what you already use and scope only what's missing.
- KYC and entity-verification providers
- Chains, wallets and access controls
- Data exchange and exception handling
- Evidence retention and security review
Compatibility is confirmed in the proposal.
Permissioning Is One Piece
The order also covers notices, token-holder rights, trading controls and records. We handle the verification and permissioning work. Your counsel covers the rest.
SEC Announcement →Exemptive Order →
How We Work With Your Counsel
InvestReady provides operational consulting, verification and workflow support, coordinated with your securities counsel. We are not a law firm or broker-dealer. We don't give legal opinions, decide exemption eligibility or guarantee regulatory outcomes.
Screening Scope
Identity, entity and regulatory-history checks do different jobs. We agree with you and your counsel who gets checked and what records you receive, including the order's statutory-disqualification conditions.
Not Sure Where to Start? We'll Help You Scope It.
Team
Who You'll Work With
Attorneys, operators and engineers. Fully remote, since 2013.
Adrian E. Alvarez, Esq.Co-Founder & CEO
Christopher VitalCOO
Joshua MartinezCTO
Jessica BurnsMarketing & Investor Relations
Erik Ross, Esq.Attorney Verifier
Megan BettencourtCustomer RelationsFAQ
Can we keep our current KYC provider?
Usually. We review what you have and tell you what can be reused.
Do you decide if we qualify for the exemption?
No. Your securities counsel does. We do the operational work that supports your plan.
Is this only for accredited investors?
No. The exemption allows retail and institutional participants. Your access rules should fit your venue.
Do you build the venue or audit smart contracts?
No. We focus on verification, permissioning and records.
How long does it take, and what does it cost?
It depends on your systems and scope. You get a written proposal with fees before any work starts.
Do you work with infrastructure providers?
Yes. See our partner page.
Get Started
Request a Launch Assessment
We reply within one business day to set up a 30-minute call.
What Happens Next
- We review your model and timeline.
- We scope the work.
- You get a written proposal with fees.