INVESTREADY

About InvestReady · Miami, Florida · Est. 2013

Built to keep private markets moving.

InvestReady builds verification infrastructure and operating systems for private markets—so investors, issuers, platforms, and regulated teams can move with clarity.

Explore verifications See how we got here
Adrian E. Alvarez, Esq.Christopher VitalJoshua MartinezJessica Burns
50,000+investors verifiedand counting since 2013
Independent infrastructure

Built for investors, issuers, platforms, and regulated teams.

Built around the work

Private-market infrastructure, from requirement to result.

What started with accredited-investor verification has grown into a broader operating layer: eligibility workflows that run at scale, plus hands-on implementation for regulated products that need to launch and keep working.

CORE INFRASTRUCTURE

InvestReady Verifications

Ready investors. Ready capital.

Accredited investor, KYC/AML, Bad Actor, Qualified Purchaser, and Qualified Client workflows—from one-off checks to embedded infrastructure.

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IMPLEMENTATION

InvestReady Consulting

Build the stack. Launch the product.

Private-market and onchain implementation spanning requirements, responsibility models, vendor architecture, operating workflows, testing, and launch support.

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01Independent by design

No broker affiliation or transaction-based incentive shaping the recommendation.

02Operational by default

Built around workflows, responsibilities, evidence, exceptions, and handoffs.

03Human when it matters

Technology supported by attorneys, CPAs, and an experienced operating team.

Built for the long run

More than a decade of private-market context.

InvestReady predates the category rush. The company has grown by staying close to the operating problems behind investor eligibility, regulated onboarding, and complex product launches.

Meet the team
  1. 2013

    Infrastructure launch

    InvestReady began as Accredify in Miami. The four founders met through the University of Miami’s entrepreneurship center and built around a clear need: scalable, independent accredited-investor verification.

  2. 2017

    Enterprise programs take shape

    Long-running client programs, including Mercedes-Benz Financial Services’ First Class Demand Notes program, proved the value of a verification operation designed for repeat use.

  3. 2022

    The verification stack broadens

    InvestReady acquired EarlyIQ, extending the company’s path into identity verification, background screening, and Bad Actor workflows.

  4. TODAY

    Verification infrastructure meets implementation

    InvestReady now supports investors, issuers, platforms, and developers through verification products—and helps regulated teams design and launch the operating stack around them.

The operating team

People who understand both the rule and the workflow.

Legal, technical, verification, client, and operating experience applied to the work—not held at arm’s length from it.

01

Leadership

Adrian E. Alvarez, Esq.

Co-Founder, CEO

Adrian E. Alvarez, Esq.

An attorney and operator working at the intersection of private capital, compliance, and emerging technology.

LinkedIn
Christopher Vital

COO

Christopher Vital

Leads client programs, internal operations, and the systems behind InvestReady’s day-to-day delivery.

Calendly
Joshua Martinez

CTO

Joshua Martinez

Leads the technical architecture powering InvestReady’s verification and compliance infrastructure.

LinkedIn
Jessica Burns

Head of Marketing & Investor Relations

Jessica Burns

Leads brand, communications, and investor relations across the InvestReady ecosystem.

LinkedIn
02

Verification & client operations

Erik Ross, Esq.

Attorney Verifier

Erik Ross, Esq.

Megan Bettencourt

Customer Relations

Megan Bettencourt

03

Co-founders

Herwig Konings

Co-Founder

Herwig Konings

LinkedIn
Peter Martinez

Co-Founder

Peter Martinez

LinkedIn
Dr. William Silverman

Co-Founder

Dr. William Silverman

LinkedIn
04

Advisors

David Trissel

David Trissel

Mario Pazos

Mario Pazos

Tevya Finger

Tevya Finger

Brian Gilderman

Brian Gilderman

Rodney Bell

Rodney Bell

Josias Dewey

Josias Dewey

Shawn Amuial

Shawn Amuial

Alex Havenick

Alex Havenick

Trusted operating context

Built with clients who expect the workflow to work.

From established financial institutions to private-market platforms, InvestReady supports programs where investor experience and compliance operations have to move together.

Mercedes-Benz Financial ServicesInvescoDLP CapitalKingsbarnSupervestCrowdEngine
“
InvestReady’s continuous focus on improving its product enhances the experience we can offer.
Chad T. BowlesManager, Mercedes-Benz Financial ServicesFirst Class Demand Notes program
Client since 2017

Choose the next step

Bring your private-market workflow into focus.

Start an investor verification, evaluate infrastructure for your platform, or talk through a regulated-product launch with our consulting team.

01
FOR INVESTORSStart a verification
02
FOR ISSUERS & PLATFORMSExplore infrastructure
03
FOR PRODUCT TEAMSTalk to Chris