Groundbreaker

Joni Reeves

Investor Portal Guide

If you have not received an invitation, go to the link for the Sponsor’s Investor Portal to request an account

Investor Portal Guide - How do I create an Investor Portal account?

Resetting your password solves most login issues

Investor Portal Guide - What if I can’t log in?

Click Reset password if you do not remember your password

Investor Portal Guide - What if I forget my password?

If you believe you are experiencing an issue with the software, follow these instructions to get the quickest resolution

Investor Portal Guide - What if I encounter a problem?

Supported Browsers

Investor Portal Access

Discover the capabilities available in the Investor Portal

Investor Portal Guide - Portal Overview

The Home dashboard has an overview of your investments

Investor Portal Guide - Where can I find a summary of my investments?

Investor Portal Introduction

Discover how to manage your Investor Portal account

Investor Portal Guide - Account Settings Overview

You can update your information in the Manage Account section in the Investor Portal

Investor Portal Guide - How do I update my account information?

You can change your password in the account management section in the Investor Portal

Investor Portal Guide - How do I change my password?

You can enable 2FA in the account management section of the Investor Portal

Investor Portal Guide - How do I enable Two Factor Authentication (2FA)?

You can see a trail of recent logins in the account management section of the Investor Portal

Investor Portal Guide - Where can I see a recent access log?

Manage Your Account

Discover how to manage your investor accounts

Investor Portal Guide - Investor Accounts Overview

Create an investor account from the main menu

Investor Portal Guide - How do I create an investor account?

Review and update your investor accounts from the main menu

Investor Portal Guide - How do I edit an investor account?

Investor Accounts

Investor Portal Guide - Offerings Overview

The sponsor may email you when they publish an offering you may be interested in seeing.

Investor Portal Guide - Will I be notified when the sponsor adds a new offering?

An offering may go through five stages during its lifecycle

Investor Portal Guide - What are the offering stages?

Each offering on the Home Dashboard has a deal card where you can find the details for the offering

Investor Portal Guide - Where can I see the details for an offering?

A sponsor may open an offering for reservations before fundraising begins

Investor Portal Guide - What is a reservation offering?

When it is required, you will be prompted to accept the sponsor's NDA before you can view the offering details.

Investor Portal Guide - What if the sponsor requires a Non-Disclosure Agreement?

Offerings

Discover how to navigate through the investment process

Investor Portal Guide - Online Investment Process Overview

There are four steps to complete the online investment process

Investor Portal Guide - What is the Online Investment Process?

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

Investor Portal Guide - How do I submit an offer?

You can e-sign the subscription documents in the Investor Portal once you complete your investor accreditation

Investor Portal Guide - How do I sign subscription documents electronically?

You have the option to download and manually sign the documents

Investor Portal Guide - How do I sign the subscription documents outside of the Investor Portal?

Remit your contribution payment through the online investment process

Investor Portal Guide - How do I fund an investment?

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

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

Once you subscribe, you can change the commitment amount at any point until you sign an agreement document

Investor Portal Guide - What if I need to change my commitment amount?

Online Investment Process

Discover how to remit and manage contribution payments

Investor Portal Guide - Contribution Payments Overview

View your contribution payments by selecting Payment Activity

Investor Portal Guide - Where can I see my contribution payment history?

Configure ACH when you fund your offering

Investor Portal Guide - How do I set up ACH Direct Deposit for contribution payments?

You can cancel an ACH payment while the status is “In Progress”

Investor Portal Guide - Can I cancel an ACH Contribution Payment?

Some banks require micro-deposits when configuring ACH payments

Investor Portal Guide - What are micro-deposits?

Contribution Payments

Discover how to enable and manage your distribution payments

Investor Portal Guide - Distribution Payments Overview

You provide the details for receiving payments in your Investor Account Settings

Investor Portal Guide - How do I set up the method(s) for distribution payments?

You will need to provide bank details when you set up ACH for distribution payments

Investor Portal Guide - What information is needed to set up ACH for distribution payments?

You can select the method for receiving payments in your Investor Account Settings

Investor Portal Guide - How do I change the method for distribution payments?

You can see the detail for distribution payments from the Investments section of the Investor Portal

Investor Portal Guide - Where can I see my distribution payments?

Distribution Payments

Discover how to view and manage your Investments

Investor Portal Guide - Investments Overview

You can find details for each of your investments from the Investments section

Investor Portal Guide - Where can I find investment details?

You can view your investments grouped by investor account in the Investments section of the Investor Portal

Investor Portal Guide - Where can I find the investments for one of my accounts?

You can find your closing documents from the Documents or the Investments sections in the Investor Portal

Investor Portal Guide - Where can I find closing documents?

You have access to the details for all investments, whether active or completed, from the Investments section