If you move forward with an investment, the subscription process should take about 15-20 minutes.
The steps are:
Submit your information (est. 10 minutes) - To make the process smoother for you, we can pre-populate your subscription agreement to make the process smoother. In order to put your docs together, we will need you to complete our investor information form. If you prefer to do it yourself, let us know and we can send you the blank subscription agreement for you to fill out.
Filling out the form is not binding. We will not consider your subscription active nor ask you to wire funds until you have received, reviewed and signed off on the offering memorandum.
(For US Investors) Verify your accreditation (est. 5 minutes) - If you list a CPA, Lawyer or Financial Advisor in the investor information form, we will automatically email them on your behalf. If you do not have anyone that can verify your accreditation then we are able to accept accreditation from services Accredd and Parallel Markets. Non-US persons do not need to go through this process.
We Pre-Populate Your Subscription Agreement - Once we've received your investor information form, we will pre-populate your subscription documents and send them to you for electronic signature along with the appropriate tax documents (W9 for U.S. investors or W-8BEN for non-U.S. investors).
Review and Sign the Investment Documents - Review your pre-populated subscription agreement to confirm and sign.
We get 3rd Party Administrator Approval (We do it) - Once you have had time to review the documents and sign them, we will countersign them and send them to our third party administrator for their approval. If necessary, the administrator may contact you directly asking for follow up information or documentation.
Wire in Funds (5 minutes) - Once the administrator has confirmed that everything is in order, you will receive instructions to send either a wire or a check to our account at CIBC Bank for the amount of your subscription.