Investing in a deal
Short answer: Complete your Investor profile once (legal name, how you invest, accreditation) On the deal, enter an amount (at least the minimum) and choose Invest Read the subscription agreement, tick the two acknowledgements, and sign by typing your full legal name Wire the amount directly to the lead's deal…
- Complete your Investor profile once (legal name, how you invest, accreditation)
- On the deal, enter an amount (at least the minimum) and choose Invest
- Read the subscription agreement, tick the two acknowledgements, and sign by typing your full legal name
- Wire the amount directly to the lead's deal account using the instructions shown — INVESTOR PORTAL PRO never holds investor money
The lead confirms your wire; you'll see each step under My deals. Rule 506(c) deals also need verified accreditation — use Get verified with VerifyInvestor (free for you) or upload a letter from a CPA, attorney, adviser or broker-dealer.
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