Your Documents
Where to find and manage your investment documents
Throughout the investment process, various documents are generated for you. Here is where to find them and what they are.
Where to Find Documents
Your documents are available on each investment's detail page. Navigate to Portfolio, click on the investment you want to view, and scroll down to the Documents section. All documents related to that specific investment are listed there.
Document Types
Subscription Agreement
The legal document that confirms your investment. Available after your funding batch is settled.
Wire Instructions
Bank details and reference information for sending a wire transfer. View in browser or download as PDF.
K-1 Tax Forms
Annual tax forms reporting your share of the fund's income, deductions, and credits.
Custodian Documents
Wire instructions and investment summary for IRA custodians. Only appears for IRA investments.
Document Statuses
The document is ready for you to view or download. Available documents are shown with a file icon and have a download button next to them.
The document is being prepared or waiting for a prerequisite step. A brief message explains when it will be available — for example, a subscription agreement is pending until your funding batch is settled.
The document is actively being generated. You will see a spinning indicator and a "Generating..." badge. This typically resolves within a few minutes.
The document is not applicable to your investment or cannot be generated at this time.
Downloading Documents
To download a document, click the download button (arrow icon) next to any available document. The document will open in a new browser tab or begin downloading to your device.
For wire instructions, you have two options: View (opens directly in your browser) or Download PDF (saves a copy you can share with your bank).
Common Questions
Can I get all my documents in one place? Currently, documents are organized by investment. Visit each investment's detail page to access its specific documents.
How long are documents available? Your documents remain available for as long as the investment is active. K-1 tax forms are retained for all historical tax years.
My subscription agreement still says "Pending" — when will it be ready? Subscription agreements become available after your funding batch is settled. The status message below the document will tell you the current stage.
I invested through my IRA but don't see custodian documents. Custodian documents become available once the SPV account is provisioned. If the status shows "Pending," the account is still being set up. Check back shortly.
Last updated 2 weeks ago
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