
Sequence |
Investor Actions |
CrowdStreet / Sponsor Actions |
Step 1 |
Submit an offer Click the Invest Now button on the offering detail page, enter your offer amount, choose your investing entity, and click Submit. Offers are non-obligatory until funded. |
|
Step 2 |
Offer pre-approved Offer pre-approval is contingent on the space available in CrowdStreet’s equity allocation. |
|
Step 3 |
Submit closing documents Complete and electronically sign the sponsor’s subscription agreement documents in DocuSign, accessible via your Transactions Center. |
|
Step 4 |
Verify accreditation Request a free accreditation verification letter online through VerifyInvestor, or download and supply the provided template letter to your own CPA or attorney for completion and upload to Transaction Center. |
|
Step 5 |
Documents approved Closing documents should reflect the correct offer amount and investing entity. Accreditation letter should be signed by a qualified, independent third party and dated in the last 90 days. |
|
Step 6 |
Funding instructions provided Funding instructions will become available in the Transaction Center once sponsor calls for capital. |
|
Step 7 |
Remit funds Choose among available funding options (wire, ACH, or check by mail) and send funds to sponsor. Please be sure to mark funds as sent in Transaction Center. |
|
Step 8 |
Investment completed Please allow sponsor up to a week to acknowledge funds as received, Sponsor will countersign closing documents after they close on the asset. |
You can download the Investment process flowchart here.