STEP 1
Sign up & create your account
Getting started is as easy as entering your name and email address, then verifying your identity on the platform. As a registered broker-dealer, Invest PRO is required to make sure investments are a good fit for our customers' portfolios, which means we need to do a bit of due diligence. Learn more about our investor suitability process, verifying your identity and how we secure sensitive information.
- Suitability Process
- KYC Process
- Accreditation Process
- Enhanced Security
STEP 2
Verify your investment qualifications
While you do not need to be an Accredited Investor to invest through Invest PRO, we’re required to verify your accreditation status. It also helps us customize your deal flow.
- I am accredited investor
- I am retail investor
STEP 3
Start browsing vetted deals
Explore a broad assortment of vetted investment opportunities featured on the offerings page. Once you find a company or deal that interests you, you can learn more by exploring the company’s profile or following their updates to stay in the loop.
STEP 4
Do your homework
Now that you’ve taken a look around, it’s time to dig deeper. Investing in startups is inherently risky, so it’s important for you to do your own independent due diligence to mitigate those risks.
Take a closer look at the companies you're interested in. Dive into due diligence materials uploaded to the data room, attend webinars, and ask questions.
- 10 investor rules
- How much should I invest?
STEP 5
Complete your investment
By this point you’re ready to invest. Just click the 'INVEST' button on the startup's profile page and follow the steps to complete your investment. You can invest as an individual or through an entity (such as LLCs or Trusts).
Learn more about how to invest and the closing process in our FAQs.
- Investment process guide
- How much will I make?
- Can someone stole my funds?
STEP 6
Manage your account
Making your first investment is just the beginning – now you can start building a portfolio of private company investments on Invest PRO. You can view all your investments on your Portfolio page, as well as access your final investment documents. Learn more.
- How do I manage my investments
- Best investment portfolio advices