Investor Flow Walk-Through (Investor Perspective, Investor View, User Experience)

Modified on Tue, Jun 7, 2022 at 4:59 PM

While each offer you are interested in may have a unique Investor Flow, you are welcome to review the steps below to learn what you can expect as a general overview.


To make an investment:


  1. Select Offerings from the top menu
  2. Click Learn More on any offer you are interested in reviewing
  3. If the offer is currently accepting investments or commitments, you should see an option to enter an amount, and Submit
  4. You will then be taken through the Investor Flow on the offer
    • Example steps:
      • Select Account Type: You will have the option to choose the way you would prefer to invest
      • Verify Identity: You will be prompted to provide your personal details, and upload any identification documents
      • Sign Documents: You can sign any required documents electronically, directly in the offer
      • Payment Method: You can select your preferred method for sending funds
  5. You can review the required steps along the top, and see your progress on the side
  6. Once all steps are complete, you will be sent any next steps from the platform administrators 





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