Sign Up / Log In - When you get to the portal, you have the option to Sign Up or Log In. Existing users can move ahead and Log In, but if this is your first time to the portal, you will need to sign up with a new account.
You will need to create a basic profile to access most projects, requiring basic personal information such as your address and phone number. This information is stored on our secure Amazon Web Services-based platform.
Click on Invest - You can choose to invest as an individual, or invest on behalf of an entity (such as a trust). You may be asked to provide information such as a Tax ID number, articles of incorporation, or an operating agreement to verify you are eligible to sign on behalf of this entity.
Enter Amount - Enter the amount of the investment. Use the slider bar to determine how much you will invest in the project.
Account Information - You then choose between three payment methods. 1) ACH - have a blank check on hand or the account and routing numbers, 2) Wire payment, which will require additional banking information, or 3) Offline payment instructions will be provided if you pay by Check. Here you will fill in your Account Number, Routing Number, Name on the Account, Checking or Savings, and then Personal or Business for check types. Note, maximum investment limit using ACH is $100,000.
Review and Sign Documents - Here you can review and sign the subscription agreement.
Signing the Agreement - You have the option to download the agreement to review it, or you can sign it later through your dashboard. However, if you choose to sign now, you will Submit and continue.
Signed Subscription Agreement Email - You will receive an email and a Certificate of Investment once you have signed the Subscription agreement and the offering is closed.
Pending Investment Email - The project owner will get an email informing them of a pending investment on the offering. After your investment, you will be guided to the Investor Dashboard.
Other optional steps (required for entity investors or accredited investors)
- 3rd Party Investor Accreditation - Depending on the particular offering, you may need to upload information such a letter from an attorney or personal accountant verifying your status as an accredited investor.