The investment process may be slightly different for each investor, depending on their personal investing preferences, but it can generally be described as follows:
1. Investors must first create an account and register as an accredited investor.
2. Once your accreditation status is verified, you will gain access to the open investments page.
3. If you identify a potential investment opportunity, you should review the terms of the offering and all the marketing collateral that has been provided; you will have an opportunity to review the investment documents again during the funding process.
4. Once you are comfortable with the investment terms, you can invest by clicking on the Invest button located on the company profile page or the browse company page. Your assigned Registered Representative will be in contact with you to help facilitate an offline transaction between you and the company you wish to make an investment in. During this funding process, you will be asked to:
• Enter your investment amount
• Verify your identity and accreditation status
• Execute the required legal agreements
• Enter the account information of your funding account (checking or savings)
• Once the fundraising round closes, you will receive confirmation of success and counter-signed legal agreements. In the case of an unsuccessful round or a canceled investment by yourself, the proposed transaction will be cancelled.
424-256-9694
424-256-9694