The Investor Portal is designed to make it easy for you as the investor to initiate and manage all phases of an investment.
You have two options for accessing the subscription page where you will find the status of your offering and can take the next step in the investment process.
During the subscription process, the sponsor will send you a series of emails that identify your status and provide you with your next steps. You can go directly to the subscription page when you click the link in the email.
When you log into the Investor Portal with a subscription pending, that deal is shown on your Home Dashboard and you can proceed directly to the subscription page for that deal when you click Resume Investment.
You can then see the status on the subscription page.
This page shows you each of the four steps in the investment process. Completed steps have a checkmark, future steps are grayed out, and the next step for you to take appears as a button at the bottom of the page.
Related Materials
Support Information
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].