In order to place a reservation, the investor will need to log into the investor portal.


Once logged in, they will be able to access the given offering by navigating to the 'Offerings' section. They can click anywhere on the offering card to access the 'Deal Room' or simply click 'Invest Now' to start their investment.

If the investor selects the offering card, they will be taken to the 'Deal Room' where they can review key information and then select 'Invest Now.'

The investor will be presented with the reservation workflow, which is where they will be able to enter their commitment and walk through the reminder of the subscription process.

If the investor steps away before completing the 'Investment Disclaimer' step, their progress will not be saved and they will need to re-enter their commitment.

If the investor completes the 'Investment Disclaimer' step, and then walks away, upon returning to the portal, they will see a 'Unfinished Investment' card prompting them to continue their investment. See the example below:

Alternatively, if the investor navigates to the 'Offerings' section, they will see their unfinished commitment, as shown in the following example:

As soon as an investor submits a commitment, the sponsor will be able to see it under the 'Committed' column on the Fundraising pipeline, as shown in the example below:

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The following will cover some of the basic steps investors can take to invest via the investor portal 1.0:

In order to place a reservation, the investor will need to log into the investor portal.


Once logged in, they will be able to access the given offering or deal room by navigating to the 'Offerings' section, and clicking 'Learn More', as shown below:

Once the investor is in the deal room, they will click 'Reserve Now'

The investor will be presented with the reservation workflow, which is where they will be able to enter their commitment and walk through the reminder of the subscription process.

If the investor steps away before completing the 'Investment Disclaimer' step, their progress will not be saved and they will need to re-enter their commitment.


If the investor completes the 'Investment Disclaimer' step, and then walks away, upon returning to the portal, they will see a blue banner prompting them to continue their investment. See the example below:

Alternatively, if the investor navigates to the 'Offerings' section, they will see their unfinished commitment, as shown in the following example:

As soon as an investor submits a commitment, the sponsor will be able to see it under the 'Reserved' column on the Fundraising pipeline, as shown in the example below:

Next Article: Record receipt of investor funds

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