Skip to content

Moraph for clients

Sign in

Getting started

Getting started with Alt-Invest Compliance & Checkout Portal

What Alt-Invest Compliance & Checkout Portal is for, who uses it, what you need before you start, and your first steps.

Applies to Alt-Invest Compliance & Checkout Portal as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

Last reviewed 2 min readReport a problem
On this page
  1. What it is for
  2. Who uses it
  3. Before you start
  4. Steps to get started
  5. Where to go next

The Alt-Invest Compliance & Checkout Portal replaces paper subscription packs for private equity and other private funds. Investors complete and sign their subscription documents online, the portal collects the evidence needed to verify accredited investor and qualified purchaser status, and your compliance team reviews and accepts each subscription with the reasons recorded. Accepted subscriptions feed the data for your Form D and state notice filings, which your team or counsel submits.

What it is for

Most private fund closings still run on PDF subscription booklets that investors fill in by hand, return incomplete, and correct by email. Investor relations chases missing pages and signatures, compliance checks accredited investor status from documents sent in every format, and nobody can say at a glance which investors are ready to close. When a regulator or auditor asks how an investor's status was verified under Rule 506(c), or why a subscription was accepted, the answer is a folder of emails and scanned letters.

  • Subscription booklets come back incomplete, unsigned or with conflicting answers
  • Accredited investor and qualified purchaser evidence arrives in every format and is checked by hand
  • Closing readiness is tracked in spreadsheets across investor relations, compliance and the administrator
  • Verification decisions and Form D data are hard to evidence after the close

Who uses it

  • Investor relations and fund operations teams at private equity, private credit and venture firms
  • Chief compliance officers who sign off on investor eligibility
  • Fund counsel who review subscription terms and prepare regulatory filings
  • Fund administrators who onboard investors into the register
  • Auditors and examiners, who need evidence of how each investor was accepted

Before you start

  • Your organization licenses Alt-Invest Compliance & Checkout Portal from Moraph.
  • A Moraph client account in that organization, signed in.
  • Access to Alt-Invest Compliance & Checkout Portal in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
  • For setup: the product administrator role.

Steps to get started

  1. Sign in at app.moraph.com with your Moraph account.

  2. Open Alt-Invest Compliance & Checkout Portal from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

  3. Check your role: what you can see and do depends on it. See Roles and permissions.

  4. Product administrators: work through Set up Alt-Invest Compliance & Checkout Portal before your team starts.

  5. Everyone else: start with Everyday tasks.

Where to go next

Was this page helpful?

Report a problem with this page
What’s the problem?
Quote the step or heading if you can. Don’t include passwords or personal records.
Only if you’d like a reply. We use it for this report and nothing else.

Need help with your own setup rather than this page? Raise a support ticket.