On the Groundbreaker Platform, the Investment Entity is the legal ‘holder’ of your offering and is where all transactions, settings, and communications about investments in your offering are managed.
Potential investors view your offering when they are deciding to invest, but when they commit and provide funding, they are creating an investment in ( and legal relationship with) the Investment Entity. During the investment process, the investor’s offer is managed as a subscription and the details related to the progress of the subscription are held with the Offering. Once the investment is funded and the subscription agreement is signed, the investment details are maintained with the Investment Entity.
Investment Entity Information
The information available for each Investment Entity is:
The financials - commitments, contributions, distributions. Click on the blue links to view the transaction history
Documents associated with the investment entity. Click on the blue link to view and upload internal, tax, reporting, and other investor-facing documents shared with investors
Legal name and tax information. Click edit to revise
Offerings managed by this investment entity. Use < and > to scroll through the associated offerings and click to go to the offering detail
List of all finalized Investments. Click on a row to access the detail page for that investment
Investment Entity Activities
Any actions you take over the lifetime of the investments are managed from this page. You will access most functions from the More actions menu.
Add manual investment - you can add an investment that was completed outside the platform
Create distribution - Report and make distribution payments
Manage bank account - Add/update the banking information to enable ACH transactions
You can also choose to Close the investment entity when all activities related to this investment entity are done. Closing the investment entity will change the status of all investments from Active to Complete.
If you have created this investment entity in error or if your plans have changed, you can also Delete the investment entity.
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact firstname.lastname@example.org.