Becoming an Investor

Becoming an investor

  • Make a soft commitment to the lead using one of your investing profiles.

Once you make a soft commitment the screen will update to walk you through the stages of fundraising.

  • Sign and upload your subscription agreement 
    • Click on the Subscribe tab
    • Choose the investing profile and fill out the information
    • Click "Load Agreement for Signing"
    • Work through the document to sign the subscription agreement
    • Click submit. It will be sent over to the Lead to countersign and send back to you.

  • The Lead will provide wiring instructions to send money
    • The deal closes and you are a passive investor in the deal