Disclosures

  1. SeedInvest’s due diligence process is no guarantee of success or future results. All investors should carefully review each investment opportunity and cancel their subscription within the allotted time-frame if they do not feel comfortable making any specific investment based on their own DD. Learn more about due diligence on the SeedInvest Blog (https://www.seedinvest.com/blog/angel-investing/how-to-assess-an-investment) and our vetting process in our FAQs (https://intercom.help/seedinvest/en/).

  2. SeedInvest’s selection criteria does not suggest higher quality investment opportunities nor does it imply that investors will generate positive returns in investment opportunities on SeedInvest. Learn more about due diligence on the SeedInvest Blog (https://www.seedinvest.com/blog/angel-investing/how-to-assess-an-investment) and our vetting process in our FAQs (https://intercom.help/seedinvest/en/).

  3. Diversification is only across multiple early-stage investment opportunities within the asset class. There is no guarantee that this program will lead to a well-balanced portfolio of companies across industry types or stages across the asset class. In addition, enrolling in this program will not lead to diversification across your entire investment portfolio. In order to achieve diversification, we do not recommend you allocate more than 10% of your entire investment portfolio to alternative assets.

  4. Testimonials may not be representative of the experience of others and are no guarantee of future performance or success. No individuals were compensated in exchange for their testimonials.

Product Update: Managing Your Investor Account

 

We’ve made updates to your SeedInvest experience! Now you can manage your holdings, pending investment activity, investor account details, and funding methods all in one place.

Below is an overview of what’s changed and how we’ve made it easier to review details about what is required to finalize your investments.

Investor Account

Your Investor Accounts (Personal Account, Trust Account, Company Account) can now be found by clicking your personalized icon at the top right corner of the page. Select an Investor Account and find the holdings, pending activity, account details, and funding methods associated to that account.

Portfolio

See all your holdings associated with your Investor Account in your Portfolio. Your holdings include investments that have been formally closed upon. Click on one of the company tiles to find a list of all your holdings. Now it’s easier to see details of your holdings and download any relevant documentation.

Pending Activity

Find all your pending activity here. This includes investments that are still processing and any reservations you’ve made. We’ve added additional details to this page, giving you more insight into where your investment is at in the process. Now you can see if information is still required to verify your account, whether your investment has been funded yet, and if your investment has reached escrow. Once all these items are resolved, the investment will move from Pending Activity to your Portfolio page.

Account Details

Federal law requires us to obtain, verify, and record information that identifies you and the account on whose behalf you would like to invest. Visit your Account Details page to see all the information required to open and verify your Investor Account (you will be asked to re-verify this info every year). Once all the required information is collected, our Operations Team will review your account. The status of your account will clearly be indicated at every point of the process.

Funding Methods

Now you can easily manage all the funding methods associated with your Investor Account. You can add new funding methods, verify your bank account, and get more information about your wire transfers.

Explore Your Account

 

This post was written by SeedInvest on June 6, 2019