Making Changes to your Investment

Can I modify the details of my investment after I've signed the documents?

If you would like to modify the details of your investment, including:

You may make changes as long as the deal has not closed and is still in the investor onboarding stage. Making changes will reset and regenerate the fund documents in your subscription packet, and you will be required to sign all documents again.

To do this, click on the investment card in your Investments dashboard. You will first need to click the Modify button next to Documents Signed.

You can then modify the subscription amount as necessary, and you will be able to adjust your investor profile or wiring bank by clicking on the pencil icon.

You will receive a warning. Click "Reset" to proceed with re-signing:

You will then proceed through the steps to sign the fund documents.