Custom onboarding modules
Collect exactly the data you need with custom modules.
Integrate an unlimited amount of custom modules to make joining your group clear as can be. Some examples:
Accredited Investor Checks
Many syndicates and angel groups require that all members are accredited investors. You can enable accredited investor checks to occur as a member onboards.
Paid Entry
Some groups may want to require a recurring/one time fee for joining. Check out sending an invite for paid entry.
E Signatures
Require onboarding members to sign any custom agreement (Memorandum of Understanding, Terms of Service, LLC Agreement, etc.) as part of their onboarding.
Custom Code
Execute any custom code. Reach out to the Seed Labs team for help with this.
KYC/KYB
Run a KYC/KYB check on new members.
Custom Text
Add any custom text to the onboarding flow, e.g. a welcome message, instructions, etc. Complete with checkboxes for members to confirm they've read and understood the text.
External Forms
We currently support:
- Google Form
- Typeform
- Airtable
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