You can view the details for any closed deal when you access your Investments.
=> Select Investments from the menu
=> Click on the name of the investment
The investments page for the deal contains the details. The tabs allow you to choose between the overview, documents, and transactions. The default view is the overview display.
The overview for the investment shows:
Financials
Investor Account
Owners and Delegates
Payment Instructions
You can revise the instructions for receiving distribution payments if you click on Manage payment instructions.
Choose the Documents tab to see all the documents related to this investment.
The fully-executed subscription agreement will always be available on this page.
Selecting the Transactions tab shows you all contribution transactions.
A list of distributions associated with this investment is available when you select Distributions.
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].