VBTR Prime

Trader Eligibility — Quick Assessment

Six questions. A 0–24 score that maps to trader stages (Panel-Ready, Window-Ready, Exploratory, Not Ready). Then we email a 1-page brief within 48 hours.

48-hour Trader Brief Complete this 2-minute assessment. We’ll reply with a one-pager aligned to your firm’s stage and next steps.

Trader Eligibility

Licensing & KYC/AML

Are trader licensing, KYC/AML & sanctions controls in force?

Capital & settlement

Are capital/escrow lines and settlement rails in place?

Origination pipeline

Is there a documented pipeline (MOUs, shortlists, partner intake)?

Risk & insurance

Are risk policies defined and insurer lines/coverage options in place?

Contracts & rights

Are templates and assignment/transfer rights approved?

Buyer coordination & RFO/RFR

Are buyer windows and RFO/RFR processes documented?