Investor Dashboard

Give investors a frictionless way to join your syndicate and track investments.

Onboarding Tasks

Tasks seamlessly guide investors through the subscription process—so you can focus on closing deals while we handle the details.

Completed

Review and accept your invitation to join the syndicate.

Pending

Complete your verification process.

Required

Verify your 506(b) or 506(c) accreditation status for investment eligibility.

Sign required legal documents and agreements.

Complete your investment by transferring funds.

Track investments across different entities and syndicates.

View and manage your personal investment portfolio.

Access investments made through your associated entities.