Investor Journey

How to invest with Alba Invest

Understand the journey for accessing offerings, reviewing documentation, and investing with regulatory confidence and greater clarity in decision-making.

Your journey on the platform

From account opening to portfolio monitoring: a digital workflow designed for clarity and responsible investment decisions.

1

Create your account

Open your account at no cost and complete registration through a digital flow with the essential security and profile checks.

  • No account opening fee
  • 100% digital flow
  • Fast validation
2

Explore offers

Review available opportunities, offering documents, risks, terms, and return structures before you invest.

  • Complete materials
  • Essential information
  • Detailed review
3

Invest securely

Define the amount, formalize documentation digitally, and complete your investment through a secure and traceable workflow.

  • Digital formalization
  • Electronic signature
  • Platform confirmation
4

Track your results

Follow reports, portfolio updates, and relevant issuer communications directly through the platform.

  • Periodic reports
  • Investor dashboard
  • Issuer updates
CVM Resolution No. 88/2022

Who can participate on the platform?

CVM Resolution No. 88/2022 establishes the participation criteria for investors and issuing companies on CVM-authorized platforms.

Investors

Requirements to invest
  • Individual or Legal Entity with active account
  • Updated Suitability (investor profile)
  • Investment limits according to RCVM 88/2022
  • Bank account in the investor's name

Issuing Companies

Requirements to raise capital
  • Company incorporated in Brazil (active CNPJ)
  • Financial statements from the last 2 years
  • Due diligence conducted by Alba Invest
  • Internal approval according to platform criteria
Investment Risks

Know the risks before investing

Understanding risk is an essential part of responsible investing. Review the main considerations carefully before committing capital.

Credit Risk

The issuing company may not be able to honor agreed payments, resulting in partial or total loss of capital.

Market Risk

External economic factors may affect the company's performance and, consequently, the investment return.

Liquidity Risk

Alternative investments typically have limited liquidity. Exiting the position before the expected term may be difficult.

Ready to get started?

Create your free account and review available opportunities in a secure, regulated environment designed to support your analysis.