How to Invest in an Offering

This article will provide instructions on how to make an investment in an Offering.

Before you can make an investment or transaction to an Offering, make sure you have the appropriate access into the Portal. Please refer to this Support article to ensure you are ready to transact in the portal.

Transact means that you are ready to Invest in your selected Offering.

Please note: if you need help at any time to create your investment, Verivest is here to help. Reach out to support@verivest.com and we are happy to assist. 

1. In your Investor Portal, click into the Client Company page that you would like to access.
   
2. Click on Transact on the top right of the menu.
3. Click Select on the Offering that you are interested in participating in.
4. If there is more than one Class available, click on the appropriate Class that you are interested in by clicking on Select class.
5. Fill out the questions in each section of the "Investor Profile" section to ensure that all fields will be carried over to the Agreement. The black circles and red exclamation points indicate that those are required fields that need to be finished to finalize the subscription process. Wealth Verification can take some time, you can proceed to sign the subscription documents while your accreditation is being verified.  
   
6. Once you click on Next after the Electronic Consents, you will finalize signature in the Agreement section of the process. 
7. On the Agreement Page, click on 1 things to do, and click on the Sign button on blue. Please be sure to review the documents in full before signing.
   
   
8. Click Sign here on the Agreement. 
9. You may Draw, Upload, or Generate your signature. Once you have chosen which selection you want to use for signature, you may click on Sign to proceed.
   
10. Once the necessary investor signatures are completed, click on Submit, the yellow button on the bottom of the page, and it will be submitted to Verivest to review before the Manager will sign and fully execute the subscription documents.
11. Congratulations -  your investment has been submitted for review. You can view your Transaction, or Investment when you click on View transaction.
    
    

For questions or additional support, please email support@verivest.com.