Let's start the conversation.
A few details to set up your account. Next you'll tell us about your firm and share a few documents securely.
Log in to your document room.
Access your secure partnership workspace.
A little more about the firm.
This goes straight to our team and starts your review.
Set up your account.
Choose a login so you can return to your secure document room. When you request access, our team is notified to approve you.
Thanks — you're in the queue.
Your account is created and our team has been notified. Once you're approved you'll be able to log in and share documents securely.
Share your documents.
Upload the items below. Everything is private and visible only to you and the ARV team.
Welcome.
Your submission is in.
Your firm
What to do next
Documents to sign
Accredited investor questionnaire
Not startedA short questionnaire the SEC requires before ARV can issue you shares. Every answer is yours to give: we never fill in an accreditation answer for you. Your progress is saved, so you can stop and come back.
Information still needed
A few details we still need from you to finish preparing your documents. Everything saves as you type.
All set — nothing outstanding. The ARV team has everything it needs.
Document Requests
—Everything we need from you, in one place. The Pre Diligence Documents come first; the full checklist follows. Upload each as you gather it — everything is private to you and the ARV team. Download the full checklist (PDF).
Pre Diligence Documents
Full checklist
Legal Documents
Blank templates of the documents used in your transaction, for your review. These are samples — your own copies are prepared and signed elsewhere.
The details behind your documents.
Everything here flows straight into your legal paperwork, so accuracy matters. It saves as you type — you can leave and finish later.
A few questions before we can issue you shares.
Required by the SEC. Answer for yourself: we never pre-tick or suggest an accreditation answer. It saves as you go, so you can leave and finish later. Nothing here is filed publicly, and your taxpayer ID is stored securely and never appears in any document.
Your access is under review.
Thank you for your interest in ARV Accounting. This portal holds confidential company information, so access is granted individually by our team. We're reviewing your request and will be in touch — you'll be able to sign in here as soon as it's approved.
Already working with us, or need this sooner? Reach your ARV contact directly, or email hello@arvfirm.com and we'll get you set up.
If ARV gave you a code, enter it to get in right away.
First, who is signing?
The Non-Disclosure Agreement is between ARV and your firm, so it has to name your firm. None of this is confidential — it is on your public formation records — and it is all we need before you can review and sign.
Please sign the NDA.
This portal holds confidential information — valuations, financials and deal terms for ARV and for your firm. Everyone with access signs a Mutual Non-Disclosure Agreement first. ARV has already signed its side; add yours below and you are in.
Open the agreement in a new tab (PDF) → ·
Document
Review the document, then adopt your signature below. Your signature is legally binding and we record the date, time and IP address of signing.
View document (PDF)