Case Study: Mainshares streamlines investor onboarding and compliance with iCapital

Mainshares streamlines investor onboarding in under an hour with iCapital

Mainshares, an investment platform for small and mid-sized business acquisitions, faced challenges with investor onboarding friction. This was especially difficult for new investors or those using complex structures, and the company needed a reliable way to meet strict 506(c) accreditation verification requirements without sacrificing efficiency. To solve this, Mainshares selected iCapital for its identity and accreditation verification services.

By integrating iCapital's tools, including its API and Investor Passport, Mainshares created a seamless user journey. This solution automated compliance, reduced onboarding redundancy, and eliminated the need for a large internal team. The partnership with iCapital significantly improved operational efficiency, with most applications processed in under an hour, reducing costs and setting the stage for scalable growth.

Mainshares