AI · Capital readinessOPEN AI ADVISOR Human advisorWhatsApp CHODAT
Qualified investor workflow

Start confidential investor intake

Begin with account identity and Investor qualification. CHODAT establishes the investor, authority and KYC status before presenting any applicable confidentiality agreement. NDA availability does not disable Investor Intake.

01 — Account identityCreate an account or sign in and verify the registered email.
02 — Investor qualificationComplete Investor Profile, mandate, authority and KYC evidence.
03 — ConfidentialityOnly a verified Investor proceeds to the applicable NDA workflow.
04 — Controlled disclosureNDA does not automatically grant VDR or document access.
Identify yourself to continue
You are not signed in. Start an Investor application or sign in to an existing account.
Governance boundary: Investor Intake and KYC qualification are upstream of NDA. An unavailable or unconfigured NDA may block confidential disclosure, but it must never block account acquisition, Investor onboarding or verification.
CHODAT INVEST business-flow policy P4.0.12.13.1
Platform scope — CHODAT INVEST provides software, information and business dossier preparation support.

The platform does not provide investment, financial, accounting, tax or legal advice, hold investment funds, or guarantee funding, returns or transaction completion. Case-specific professional advice requires an independent qualified provider.

Verification refers only to the identity, authority or documents actually checked and recorded. Email OTP verifies email control only. KYC/KYB, membership and NDA do not certify solvency, investment quality, legal compliance or returns.

Membership and service fees pay for the agreed software access or listed deliverables; they are not investment capital or deposits for an investment. Capital-receipt evidence records funds received by the business, separately from CHODAT service payments. A success-fee estimate is not a mandate or an invoice; its actual scope and provider require separate review.

AI organizes supplied information, explains general concepts and suggests partner-search criteria. Readiness scores measure dossier completeness; matching scores reflect recorded criteria, not investment recommendations, probability of funding or verified investor interest.