Due Diligence Process
Three easy steps

1. Register

  • Register for access to current offerings
  • Complete a quick survey of interests
  • Download offering materials

Provide a current email address and authentication.

2. Let's Meet!

  • Book a meeting time with a SMARTNote specialist
  • Review the structure and the Issuer's business
  • Schedule a follow-up meeting

Speak to a product knowledge specialist to assist in your due diligence efforts.

3. ELIGIBILITY & CLOSING

  • Review Accredited Investor Requirements
  • Subscription Process and Support (if applicable)
  • Subscription Paymet and Note Issuance
Discuss eligibility, suitability and, if appropriate, the subscription process.