I'd like to be able to set up an investor accreditation validation linked to a potential LP and then filed on their profile. Is there a way to do this? (I'd rather not have to use Docusign separately for this.)
There is currently no feature to set up a custom agreement and have it electronically signed via Hub (from the customer/user side) - however we are currently exploring this kind of capability. A third-party electronic signature solution is probably easiest for now.