Investor Portal Guide

Bruno Ribas avatar Joni Reeves avatar
50 articles in this collection
Written by Bruno Ribas and Joni Reeves
Online Investment Process

Investor Portal Guide - Online Investment Process Overview

Discover how to navigate through the investment process
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Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - What is the Online Investment Process?

There are four steps to complete the online investment process
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Written by Joni Reeves
Updated over a week ago

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
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Written by Joni Reeves
Updated over a week ago

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

You can e-sign the subscription documents in the Investor Portal once you complete your investor accreditation
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Written by Joni Reeves
Updated over a week ago

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

You have the option to download and manually sign the documents
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Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - How do I fund an investment?

Remit your contribution payment through the online investment process
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Written by Joni Reeves
Updated over a week ago

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

The subscription page for an offering will show the status of the investment process
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Written by Joni Reeves
Updated over a week ago

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

Once you subscribe, you can change the commitment amount at any point until you sign an agreement document
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Written by Joni Reeves
Updated over a week ago