How do I create my investment profile?

This article is meant to help guide you in creating your investment profile within your deal portfolios

  1. When creating your first profile you will be prompted to select from five different investment types
    •    Individual
    •    Entity
    •    Trust
    •    Joint
    •    Retirement
  2. Once you have selected the appropriate representation and filled in your Name, Contact, Address, & Date of Birth (Individual). You will come to the section of creating a profile where you will need to define your citizenship.

    1. If “Yes” is selected, you will need to provide your SSN to partake in the deal
    2. If “No” is selected, you will be prompted with 2nd set of options
    3. If you select “Yes” here, you will be prompted to provide the following information
    4. If you select “No” here, you will be prompted with a 3rd set of options
      1. If you select “Yes” for identification documents, you will need to provide one copy of what is requested
      2. If you select “No”, you will no longer be qualified to participate in the deal
  3. Once complete, select “Create Individual Profile” to continue
  4. Continuing, you may be required to validate you are an accredited investor/qualified purchaser in the following example
    1. If you do not qualify with the options provided then you cannot participate in the deal. We advise if you are confused about what to select to contact your legal counsel

Signing your Fund Documents