Tracking Your Investment
How to follow your investment's progress through phases and timeline
Every investment goes through a series of phases. You can track progress on your investment detail page.
Investment Phases
Your investment progresses through three main phases from commitment to completion:
Committed
Your investment commitment has been received. At this stage, the platform is preparing to process your payment — this may include waiting for the deal's SPV to open.
Payment
Your payment is being processed. Depending on your funding method:
- ACH (bank pull) — The platform initiates a debit from your linked bank account. This typically takes 1-3 business days.
- Wire transfer — You send a wire using the provided wire instructions. Once received and matched, this phase completes.
- IRA or DAF — Your custodian or sponsor processes the transfer on your behalf.
Funded
Your investment is fully funded. All payments have been received and your commitment is finalized. Once the funding close is settled, your subscription agreement becomes available.
The Progress Bar
At the top of your investment detail page, you will see a visual progress indicator. This shows which phase your investment is currently in and how far along you are in the overall process. Each phase is represented as a step, and the active phase is highlighted. Completed phases show a checkmark.
When your investment reaches the "Funded" phase, the progress bar is replaced with a success banner confirming that your investment is complete.
The Investment Timeline
The timeline is a chronological list of events that have occurred during your investment's lifecycle. The most recent events appear at the top. Common timeline events include:
- Investment committed — Your initial commitment was received
- Payment submitted to bank — An ACH debit was initiated
- Payment received — Your payment has been received
- Wire instructions sent — Wire transfer instructions were generated
- Wire received — Your wire transfer was matched and received
- Investment fully funded — Your investment is fully funded
- Investment finalized — The funding close has settled and funds have been deployed
If the timeline has many events, you can click Load more at the bottom to see older entries.
Timeline Event Categories
Events in your timeline are grouped into four categories:
Investment Events
General lifecycle events — commitment created, status changes, and fully funded milestones.
Payment Events
Money movement — payments submitted, received, failed, or returned. Wire receipt also appears here.
Compliance Events
Account verification events, typically handled automatically in the background.
Settlement Events
Funding close settled and funds deployed to the portfolio company — the final milestone.
Action Required Indicators
Some timeline events or phases may show a red "action required" indicator. This means you need to take action for your investment to proceed — such as sending a wire transfer or providing additional information.
When you see an action required indicator, follow the instructions in the action banner at the top of your investment detail page.
Common Questions
How long does the full process take? The total time from commitment to funded depends on your funding method. Wire transfers are typically the fastest (1-3 business days once sent). ACH payments take 1-3 business days.
Why is my progress stuck on "Committed"? The most common reason is that the deal's SPV has not yet opened. Once it does, the system will automatically begin processing your payment.
Why is my progress stuck on "Payment"? If you are funding via wire, ensure you have sent the wire using the exact instructions provided. Wire matching can take 1-2 business days. If you are funding via ACH, the bank pull is still being processed — this typically takes 1-3 business days.
Last updated 2 weeks ago
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