Making a Committment

Investors make a committment to a fund pledging an amount to be invested. The fund can then authorize the transfer of portions of the total committed amount from the Investor to the Business.

Reviewing Fund

The fund page gives the Investor an overview of your fund, the bio of the fund manager, and a link to download the prospectus detailing more information.

Committing To a Fund

An Investor commits to a fund by selecting SETUP MY ACCOUNT on the fund page.

The account setup includes any pre-qualifying requirements (income verification, etc) and attaching their bank account.

  • ACH Authorization: Select their bank and enable ACH payments.

Making a Capital Call

Once you have onboarded a Business you can make a Capital Call.

As the Fund Admin, go to the Admin section in the menu bar.

In the Fund Commands select Capital Calls

You will see a list of previous capital calls and all the Businesses in the fund. Enter the amount of the capital call and select Make a Call on the appropriate Business.

In the list of capital calls select show under payouts to inspect the details of a previous capital call.