Investment process flowchart

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.