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. An Offering must be associated with a legal Investment Entity before you can raise funds.
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. The settings that enable the automated fundraising process are defined with the Investment Entity and are accessed using one of the tabs listed underneath the name of the investment entity.
These settings define:
Legal name and tax information
Subscription settings for the Offering
Subscription documents to be signed by investors in the deal
Banking information to enable ACH transactions
Payment instructions provided to investors for contribution payments
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. The other set of options on the Investment Entity page give you access to the investment data.
The information maintained with each Investment Entity is:
Details for all finalized investments
Individual Investor Accounts with ownership percentages
Transaction history of contributions and distributions
All internal, tax, reporting, and investor facing documents associated with the investment
Any actions you take over the lifetime of the investments are managed via the Investment Entity.
Track contributions
Report and make distribution payments
Upload documents and other files relevant to the investment
Send bulk or individual personalized emails to investors
Distribute tax documents and other reports to investors
Support Information
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact support@groundbreaker.co.