Your brand, your domain
The platform runs under your name, colours and web address. Your clients see your firm.
The technology behind Kerdo, under your brand: onboarding, KYC, deal room and documents for your clients, with transactions structured with Kerdo.
The platform runs under your name, colours and web address. Your clients see your firm.
Registration, investor classification and KYC for private investors, companies and regulated firms, with document upload.
Identity and corporate documents in a private, encrypted area hosted in the EU, readable only by your team.
Opportunities in preview for members; full documentation and downloads for verified investors only.
Review and approve verifications, publish opportunities, upload documents and see who opened what.
Your own transactions or Kerdo’s, structured as securities your clients hold at their bank.
Firms that want to offer private company transactions to their clients with a professional digital experience, without building the technology themselves.
Each platform is set up for one partner. Your clients’ data stays separate from Kerdo’s members and from other partners. Your firm remains responsible for its relationship with its clients and for its regulatory obligations.
Tell us about your firm and your clients. We will show you the platform and how it would look for you.