Exempt market transactions completed in minutes.
Code 1986 assembles the entire document package, including subscription agreements, OM, KYC and dealer-specific forms, based on each investor's language, province and specific investor eligibility. Once signed, everything syncs straight back to Raisr.
- Investor-language aware
- Complete document packages
- Bank-grade security
Sophisticated onboarding & private investments transactions, made simple.
Three principles guide everything we build, so your investors move through onboarding with confidence and your team stays in control.
Effortless to use
A guided smart form asks only what matters. Investors answer plain-language questions and the platform does the rest, with no blank templates, no guesswork and no re-entry.
Secure by design
Every submission is encrypted in transit and at rest, with granular access controls across the full onboarding lifecycle.
Built for professionals
Dealer-ready packages that reflect the standards of the exempt market: accurate, consistent and compliant with each investor's province and eligibility.
From first question to signed package.
Code 1986 turns a complex, error-prone process into four clear steps, fully aware of the investor in front of you.
- 01
Start with the investor
Smart forms come prepopulated with the investor's Raisr information. The advisor updates the KYC and selects the issuer trades to add.
- 02
Assemble the package
Smart document technology builds the complete package, including subscription agreements, the OM, KYC and any dealer-specific forms, already filled in.
- 03
Review & e-sign
Investors review a clear, accurate package and sign electronically from any device, with validation that nothing is missing or inconsistent.
- 04
Sync to Raisr
Signed documents and structured data flow automatically back to the Raisr platform, with no manual re-keying and no lost paperwork.
Every form the investment purchase needs, included.
No more chasing templates or assembling documents by hand. Code 1986 knows which forms each investor requires and produces them as one cohesive, signable package.
Subscription agreements
Generated to match the offering and the investor's commitment.
Offering Memorandum (OM)
Delivered with the right risk acknowledgements for each investor.
KYC
Know-Your-Client form completed from the smart form.
Eligibility & exemptions
Accredited investor and exemption forms mapped to the province.
Dealer-specific forms
Your dealer's required documents included in every package.
Compliance optimized
Smart forms are optimized for your dealer compliance requirements
Your investors' data, protected at every step.
Handling subscription documents means handling some of the most sensitive information your firm holds. Code 1986 is built so security is never an afterthought.
Encrypted end to end
Documents and investor data are encrypted in transit and at rest.
Granular access control
Role-based permissions keep sensitive records to the right people.
Compliant e-signature
Legally binding electronic signatures keep every package execution-ready.
Data residency in Canada
Investor information stays within Canadian infrastructure.
“What used to take our team days of assembling and checking forms now happens in a single sitting. The package is right the first time, and it's in Raisr before the investor closes their laptop.”
Jean-Francois Laurin
National Director, Pinnacle Wealth
See Code 1986 with your own documents.
Book a walkthrough and watch a complete, EMD dealer-ready package come together from a single smart form, then sync straight to Raisr.