Case Study: Mainshares streamlines investor onboarding and compliance with iCapital

Mainshares Enhances Investor Experience with iCapital Integration

Mainshares, an investment platform for small and mid-sized business acquisitions, faced challenges with investor onboarding friction. Verifying accreditation for its 506(c) offerings, especially for new investors or complex entities like LLCs, was creating a poor user experience. They sought a reliable solution from vendor iCapital to meet stringent regulatory requirements without sacrificing efficiency.

By integrating iCapital's identity and accreditation verification tools, including its API and Investor Passport, Mainshares created a seamless user journey. This iCapital solution automated compliance, reduced onboarding delays to under an hour, and eliminated the need for a large internal team. The partnership significantly improved investor confidence and satisfaction, allowing Mainshares to scale its operations efficiently.

Mainshares

William Fry

Founder & CEO