Yes. In order to obtain BridgePort access, Registered or Subscribed users must confirm their status as an “Accredited Investor”, as defined in Rule 501 of Regulation D under the Securiites Act of 1933:
No, it does not. Your OneDoc profile contains most of the informational elements needed to pre-fill each respective subscription agreement. You will receive your subscription agreements in a pre-filled, digital format, where it’s presumed that the majority of prescribed information and documentation will be completed. However, you (a) may need to provide additional information and/or documentation, (b) will need to review each subscription agreement for accuracy and completeness, (c) will need to appropriately acknowledge and digitally sign each agreement.
You may still link to that entity, transact with that entity and request reports from their administrator. However, you will need to upload that entity’s documents through your BridgePort account, and that entity will not be available on BLX. Additionally, after your trial period ends in 90 days, you will need to pay $100 annually to link to that entity, until such time as that entity becomes a Subscribed Entity (at which time it is free to investors in that Subscribed Entity).
BridgePort utilizes multiple enhanced security protocols for data privacy and protection:
Note that most investors, managers and administrators today transmit subscription, transaction and reporting information through email.
*Additional assurances include FISMA, DIACAP, FedRAMP, PCI DSS Level 1, ISO 9001, ISO 27001, ISO 27018
BridgePort is an agnostic SaaS (Software As A Service) platform which allows private fund investors to create a singular, digital subscription profile, and leverage it to complete digital capital transactions (subscriptions, contributions, withdrawals, capital calls, distributions, etc.), centralize all their reports, analyze and customize their term liquidity- all from a single, secure access point. BridgePort establishes a central gateway between the fund investor, all of its private investments and their administrators.
No. BridgePort is NOT a distribution or solicitation platform. Subscribers must prove their pre-existing relationship with an entity manager prior to MEP access.
Investor representations, warranties, suitability assessments, AML and KYC documentation are all reviewed, in addition to key database searches via Thomson Reuters One Pass, including World-Check One, Regulatory Intelligence, Accelus LMS, and KYC as a Service.
BridgePort™ is an innovative SaaS platform designed to bring centralization, standardization and fluidity to private fund investing.