Investment Profiles
The different types of investment profiles and when to use each
An investment profile tells us who is making the investment. You might invest as yourself, through a company, or through a trust.
What Is an Investment Profile?
An investment profile represents the legal entity that is making an investment. Every time you invest, you select which profile to use. This determines how the investment is structured legally, how documents are issued, and how tax forms are generated.
You can have multiple profiles — for example, one for investing as yourself and another for investing through your LLC.
Profile Types
You are investing as yourself, personally. This is the simplest and most common profile type. Your investments are made in your name, and tax documents (K-1 forms) are issued directly to you.
Your Individual profile is created automatically when you set up your account — you do not need to create it manually. If you start by creating an entity profile (like an LLC), an Individual profile is also created for you in the background so you have both options available.
Best for: Most investors making personal investments.
You are investing through an LLC that you own or manage. You will need to provide your entity's legal name, EIN (Employer Identification Number), address, and information about the authorized signer. Entity verification may be required.
Best for: Investors with an existing LLC for angel investments.
You are investing through a C Corporation or S Corporation. Similar to an LLC, you will need to provide entity details, tax identification, and authorized signer information.
Best for: Investors with a corporate holding structure.
You are investing through a limited partnership (LP) or limited liability partnership (LLP). Provide the partnership's legal name, EIN, address, and authorized signer details.
Best for: Investors in a partnership structure.
You are investing through a revocable trust, irrevocable trust, or Solo 401(k). You will need to provide the trust name, trustee information, and relevant tax details.
Best for: Estate planning and trust-based investing.
You are investing through a self-directed Individual Retirement Account. This requires a custodian — a financial institution that holds and manages the IRA assets on your behalf. Payments are sent by your custodian, not by you directly.
Best for: Investors using retirement funds for alternative investments.
You are investing through a donor-advised fund — a charitable investment account managed by a sponsoring organization. Funding comes from your DAF sponsor rather than your personal bank account.
Best for: Investors making charitable investments through a DAF.
Which Profile Should I Choose?
For most individual investors, the Individual profile is the right choice. You can always create additional profiles later for different investments.
Choose an entity profile (LLC, Corporation, Partnership, or Trust) if you have a business entity set up for investing and want the investment held in that entity's name. Choose IRA or DAF if you are investing with retirement or charitable funds.
For a detailed guide on making this decision during the investment flow, see Choosing Your Profile.
Creating a Profile
Your Individual profile is created automatically — you do not need to set it up yourself. It is generated from your identity information when you first go through the investment flow or when you create an entity profile.
For entity profiles (LLC, Corporation, Partnership, Trust, IRA, DAF), you can create them in two ways:
During the investment flow
When you click "Invest" on a deal, the wizard will ask you to select or create a profile as one of the steps.
From account settings
Go to your account settings page to create a new entity profile at any time, so it is ready when you want to invest.
When creating an entity profile, you will be asked for the entity's legal details. Entity profiles may require verification, which is reviewed by the platform team.
Some profile types may not be available depending on your tax residency. For example, IRA and DAF profiles are only available to investors with a US tax identifier (SSN or ITIN).
Managing Your Profiles
You can view, edit, and manage all your profiles from your account settings. For full details on profile statuses, editing restrictions, and deleting profiles, see Managing Investment Profiles.
Common Questions
Can I have multiple investment profiles? Yes. Many investors have both an Individual profile and one or more entity profiles. Each investment can use a different profile.
Can I change my profile type after creating it? No. The profile type is set when you create it and cannot be changed. If you need a different type, create a new profile.
Do I need a new profile for each investment? No. You can reuse the same profile across multiple investments. Select whichever profile you want to use at the time you invest.
What is entity verification? When you invest through an LLC, Corporation, Partnership, or Trust, the platform may need to verify the entity's details. This is similar to identity verification for individuals and ensures compliance with securities regulations. You will be notified if additional information is needed.
Last updated 2 weeks ago
Built with Documentation.AI