Once your offer is approved and you have completed your investor accreditation, the next step is to complete the subscription documents. Although you can sign electronically, you have the option to process the documents manually.
There may be several reasons to process the documents outside of the portal:
You or the Sponsor require an actual inked signature
You or the Sponsor prefer to manage the signatures via a separate electronic platform
You are unable to process signatures electronically
When you are at the documents step, you will see the list on the left side of the page with the first document displayed in the window. To manage a document outside of the Investor Portal, click Download unsigned copy.
Once the document has been processed through your organization for the required signatures and you have a PDF copy of the agreement, click on Upload signed document.
The window asking you to specify the file to upload will be displayed.
After you upload the signed agreement, click on Submit signed document to deliver the document to the sponsor.
If there is more than one document to sign, go through the same steps for each one.
The sponsor can now access the file(s) you submitted and proceed through their approval process. After funding and countersignature, the sponsor will upload the fully executed subscription package and you can access it from the Documents or Investments sections in the portal.
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact email@example.com.