1. EMAIL REGISTRATION
Complete the free registration simply by providing your name and email address and by creating a login password. Once you verify your email address, you can start exploring and investing in the companies listed on our site.
2. CHOOSE AN INVESTMENT OPPORTUNITY
Browse the investment opportunities listed on our site. We evaluate each investment so that our investors only see a group of highly selective offerings. Each investment issuance and the underlying company and/or management team involved must undergo a background check due diligence, and other vetting requirements by our licensed intermediary.
3. CONDUCT DUE DILIGENCE
You can access all available documents relating to any offering on our online marketplace. You will have unlimited access to the information on each investment opportunity, such as the executive summary, historical financial information and projections and Private Placement Memorandum. We also have a forum available for sharing comments, and our members can always refer to our licensed Broker-Dealer for any assistance with the review of the investment opportunity.
When you’re ready to invest for the first time on our online marketplace, you will need to complete a more detailed registration process. Once we confirm your status, you execute the purchase by digitally signing an online Subscription Agreement.
5. FUND YOUR INVESTMENT
The next step is to transfer funds from your source bank account. Upon receipt, your funds are placed in an independent escrow account in order to fund your investment. Your documents are verified for completeness and accuracy by the fund administrator. Funds are then released into the investment, at which point you will be notified. IRA Investing.
6. RECEIVE UPDATES
Congratulations! As an investor, you will receive periodic updates from the companies you have invested in. Our platform allows you to build and track a diversified investment portfolio.