💵Investing in a deal

Updated as of: Aug 20, 2023

Login on Allocations

1. Login or Sign with:

   • an Email ID and Password; OR

   • a Magic Link sent to your Email ID

*If you don't have or have forgotten your password, click on "Forgot Password" to reset

Steps to invest in the SPV/Fund on Allocations

2. Navigate to the Deal Page link which should have been shared by the Fund Manager or Allocations

3. Type in your Commitment Amount

4. Click on Invest

5. Create a New Investor Profile (If this is your first time investing through the new Allocations platform)

   OR

   Select your Investor Profile (if available below)

   • If the Investor is an "Individual":

     • Create an Investor Profile for "Myself/Individual"

   • If the Investor is an Entity (LLC/Corp/Partnership/Trust/Self-Directed IRA):

     • Create an Investor Profile for the appropriate entity type [Note: You will also be required to create a Profile for the entity's Signatory]

Follow the below steps if you are investing as an "Individual"

[For steps to invest as an entity, skip to Step 16 below]

If you already have a Individual's Investor Profile created, skip to Step 10 below

6. Creating an Investor Profile for "Myself/Individual":

   Step 1: Click on 'Create New Profile'

7. Creating an Investor Profile for "Myself/Individual":

   Step 2: Click on 'Myself / Individual'

8. Creating an Investor Profile for "Myself/Individual": Step 3: Enter the requested information in the provided form

IMPORTANT:

Please enter accurate and complete information, such as Phone Number, Full Name, Address, DOB, Tax ID; as listed on your government-issued ID/letters.

9. Creating an Investor Profile for "Myself/Individual":

   Step 4: Click on 'Save new entity'

10. Investing as an "Individual":

    Step 1: Select the appropriate Individual's investor profile by clicking on it

11. Investing as an "Individual":

    Step 3: Click on the appropriate accredited investor definition and click 'Save new accreditation', for current and future records.

12. Investing as an "Individual":

    Step 2: Click on 'Continue'

13. Investing as an "Individual":

    Step 4: Click on the e-sign checkbox to confirm your acceptance of the Deal Agreement's Terms and Provisions.

14. Investing as an "Individual":

    Step 5: Click on 'Commit & E-sign' to confirm and complete your commitment

15. Complete your Investment!

    • Download the Deal's Wire Instructions to get the fund transfer details, and

    • Download the Completed Deal Agreement for your records

Once you've wired your funds, your Commitment and Investment Process has been Completed. You can now exit this application.

If you face any issues, feel free to reach out to [e-mail], through the email ID you're utilizing here and the name of the deal.

Follow the below steps if you are investing as an "Entity" ("LLC / Corp / Partnership / Trust / Self-directed IRA")

[For steps to invest as an individual, go back to Step 6 above]

• If you already have an Entity's Investment Profile created, skip to Step 24 below to complete your investment

16. Creating an Investor Profile for "Entity":

    Step 1: Click on 'Create New Profile'

17. Creating an Investor Profile for "Entity":

    Step 2: Under 'Select an Investor type', select 'LLC' (or any other appropriate option)

18. Creating an Investor Profile for "Entity":

    Step 3: Enter the requested information in the provided form

IMPORTANT:

• Please enter accurate and complete information, such as Entity Name, Address, DoF, Tax ID; as listed on government-issued documents.

19. Creating an Investor Profile for "Entity":

    Step 4: Click on 'Save new entity'

20. Creating an Investor Profile for "Entity":

    Step 5: Select the appropriate Entity's Investment Profile by clicking on it

21. Creating an Investor Profile for "Entity":

    Step 6: Click on 'Create new profile' in the following step below

Note: Entity's are required to create an additional profile for the entity's Signatory

22. Creating an Investor Profile for "Entity":

    Step 7: Enter the requested information in the provided form

IMPORTANT:

• Please enter accurate and complete information, such as Phone Number, Full Name, Address, DOB, Tax ID; as listed on your government-issued ID/letters.

23. Creating an Investor Profile for "Entity":

    Step 8: Click on 'Save new entity'

24. Investing as an "Entity":

    Step 1: Next, select the appropriate Signatory, of the respective Entity that's selected in the step above.

25. Investing as an "Entity":

    Step 2: Click on the appropriate accredited investor definition of the ENTITY and click 'Save new accreditation', for current and future records.

26. Investing as an "Entity":

    Step 3: Click on Continue

27. Investing as an "Entity":

    Step 4: Click on the e-sign checkbox to confirm your acceptance of the Deal Agreement's Terms and Provisions.

28. Investing as an "Entity":

    Step 5: Click on 'Commit & E-sign' to confirm and complete your commitment

29. Complete your Investment!

    • Download the Deal's Wire Instructions to get the fund transfer details, and

    • Download the Completed Deal Agreement for your records

Once you've wired your funds, your Commitment and Investment Process has been Completed. You can now exit this application.

If you face any issues, feel free to reach out to [e-mail], through the email ID you're utilizing here and the name of the deal.