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Investor Portal Guide
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Investor Portal Guide - Where can I find the status of my offer?
Investor Portal Guide - Where can I find the status of my offer?

The subscription page for an offering will show the status of the investment process

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

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.

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