1. Help Center
  2. Making an Offer through CrowdStreet

Investment Workflow Flowchart

Sequence

Investor Actions

CrowdStreet/Sponsor

Step 1

Submit an offer

Click on the Invest Now button on the offering detail page, enter your offer amount and click Submit. Offers are non-obligatory until funded.

 
Step 2

Select or Create Investing Account 

Select an existing investing account or add a new account. Complete each section as indicated by a green check next to each section. During this stage, when applicable, provide a certified verification of accredited investor status either online via VerifyInvestor free-of-charge, or by uploading a certified letter of accreditation issued within the last 90 days from a registered CPA or attorney. A template verification letter is provided for your convenience and completion if needed.

 
Step 3  

Offer pre-approved

The offer is reviewed and pre-approved  according to the CrowdStreet Global Allocation Policy (GAP). Offer pre-approval commences for all offers meeting the GAP at a predetermined and communicated date and time, commonly at 5PM PT the evening of the launch webinar. Investors will be emailed when pre-approved.

Step 4

Documents

Complete and electronically sign the sponsor’s closing documents using DocuSign, or optionally complete, sign and upload all documents manually.

 
Step 5  

Account and Documents reviewed & pre-approved

Account details are reviewed and approved, including confirmation of certified non-expired accredited status when applicable. Closing documents are reviewed and confirmed to reflect the correct offer amount and account, and then are pre-approved.

Step 6   

Authorized to Fund

Funding instructions will be provided in the Transaction Center for accepted offers once the sponsor calls for capital.

Step 7

Remit Funds

Choose among available funding options (wire or ACH) and send funds to the Sponsor. Please be sure to click ‘Confirm Funds Sent’ to indicate funds have been sent.

 
Step 8  

Investment completed

Please allow approximately one week for the sponsor to acknowledge the receipt of funds. The Sponsor will then countersign closing documents after they close on the asset.