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Investor Portal Guide
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Investor Portal Guide - How do I submit an offer?
Investor Portal Guide - How do I submit an offer?

Submit your offer and commit to a deal when you access the subscription page for an offering

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 can learn all about an offering and decide to invest - all while working totally online from anywhere in the world.

When you access the Investor Portal, you are presented with offerings that your sponsor has made available for you.

You can begin the investment process from here when you select Invest Now or click on View Details for more information.

On this page, you can access details, documents, and photos provided by the deal sponsor. Once you decide you are interested, you can enter a commitment amount and click on Invest Now to submit an offer.

At this point, your offer has been submitted, you are taken to the next step, and you can continue through the investment process. If, however, you prefer to continue at a later time, you can always navigate back to the subscription page and you will see the status of your subscription.

The checkmark next to the first step means that your offer has been submitted and confirmed. The subscription page shows you each of the 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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