Investment Detail Page
What you see when you click into a specific investment
Click on any investment in your portfolio to see its full details. Here is what each section of the detail page shows you.
Investment Header
At the top of the page, you will see the deal name, the company's logo, and a brief description. Your total investment amount and the date you committed are displayed prominently, along with a status badge showing your investment's current state.
Status Badge
A colored badge in the header shows your investment's current status at a glance:
| Badge | Status | Meaning |
|---|---|---|
| 🔵 Blue | Committed | Your commitment has been received |
| 🟡 Yellow | Pending | Your investment is being processed |
| 🟢 Green | Funded | Your investment is fully funded |
| ⚪ Gray | Cancelled | Your investment has been cancelled |
| ⚪ Gray | Refunded | Your investment has been refunded |
For more details about each status, see Investment Statuses.
Page Sections
Investment Progress
A visual progress indicator showing which phase your investment is in — Committed, Verification, Payment, and Funded.
Action Banner
Appears only when your investment needs attention — wire transfer needed, verification issues, or payment problems.
Investment Details
Key details: profile used, funding source, deal name link, and funding close number and status.
Payment Summary
Breakdown of committed, collected, and outstanding amounts with a progress bar and payment history list.
Documents
All documents for this investment — subscription agreement, wire instructions, K-1 forms, and custodian documents.
Timeline
Chronological list of events — commitments, payments, compliance, and settlement milestones.
Payment Summary Details
The payment summary card shows:
- Committed — Your total investment commitment
- Collected — The total amount received so far
- Outstanding — The remaining balance due
A progress bar shows the percentage of your commitment that has been collected. Below the summary, the Payment History section lists each individual payment with its label, amount, status badge, and date.
Documents
The documents section lists all documents associated with your investment:
Subscription Agreement
Your signed agreement — available after the funding close is settled.
Wire Instructions
Wire transfer details with "View" and "Download PDF" options.
K-1 Tax Forms
Annual tax documents listed by year.
Custodian Documents
Wire instructions and investment summary for IRA custodians (IRA investments only).
For more details, see Your Documents.
Timeline
The timeline shows a chronological list of events for your investment, with the most recent events at the top. Each event includes a label, description, timestamp, and category icon. Events that require your action are highlighted in red.
For more details, see Tracking Your Investment.
Sharing Your Investment
While the deal is still open, the detail page offers a private invite so you can bring someone into the round. Keep that link in direct messages and group chats — deal materials are not public.
Once the round closes and your investment is funded, you unlock share graphics you can post publicly. Being funded alone is not enough if the deal is still accepting investments.
For the difference between a deal invite and your generic referral link, see Referral Program.
Common Questions
Can I increase my investment? If the deal is still accepting investments, you may be able to increase your commitment. Contact the fund administrator for details.
Can I cancel my investment? Cancellation availability depends on the stage of your investment and the deal's terms. Contact the fund administrator to discuss cancellation options.
How do I download documents? Scroll to the Documents section and click the download icon next to any available document. For wire instructions, you can choose between "View" (opens in browser) and "Download PDF."
Why don't I see all the sections? Some sections only appear when relevant. For example, the action banner only appears when your investment needs attention, and custodian documents only appear for IRA investments.