Select Investment Projects and e-Sign Documents
You can review, select, and execute secure investment documents through our site. Of course, we can also do things “off-line” if you prefer to speak or meet with us directly.
After your review of the investment details, click the “Invest Now” button on the project page. This will initiate our secure investment process, during which you will be asked to:
1. Enter your investment amount.
2. e-Sign the required legal agreements.
3. Select your accreditation verification method.
Once your accreditation status is confirmed, you can fund your investment account. All funds are held in escrow until the project achieves its minimum goal and closes.
If a project is in Preliminary status, then a “Reserve Now” button will be shown instead of “Invest Now.” You can use “Reserve Now” to indicate your interest in a project without making any financial commitment.