How To Make An Investment

For example purposes, we will be using the Sky Quarry offering. Please note that this is not a recommendation or endorsement of this offering.

With that said, in the upper right hand corner of each offering page, you’ll see a small widget that displays the amount of funds committed, what percentage of the total raise that commitment represents, and a blue button that says “Invest Now!”

Once you click the “invest now” button, a new field will be displayed asking how many shares you’d like to purchase, along with the share price. 

Once you enter the amount of shares you’d like to purchase, you will see the “Total Investment Amount” beneath.

Press the blue “Submit” button once you’ve entered the amount of shares you’d like to purchase.

Next, you’ll be taken to the new, 5-step investment wizard.

Step 1) Select Account Type

If you’ve already set up the individual account, select that option. If you’re using an LLC (or other corporate entity), a Trust, or an IRA select the entity option.

Click the blue “Next” button to advance to the next screen.

Step 2) Verify Identity

If you’ve already entered this information, everything in this section will automatically populate.

Please review this information to ensure it is correct.

Once you’ve done this, click the blue “Next” button to advance to the next screen.

Step 3) Investment Limits

For example purposes, I set this demo account up as a “non-accredited” investor that has a $65,000 annual income and <$100k net worth.

This means the system will perform an “investment limits” check to ensure you can legally invest the amount specified. As you may already know, there is a legal limit on how much can be invested in Crowd Funding deals within a calendar year.

On this screen, it will ask you to confirm that – based on the amount you entered – if you meet the minimum financial requirements to do so.

If you do, click the “Yes, I confirm this is true” and then the “Continue” button. If not, click the “No, decrease my investment amount” and enter a different amount.

Step 4) Payment Method

Next, you will need to specify how you want to pay for your investment. For Non-US investors, we highly recommend using a wire transfer.

If you’ve already connected your bank account or credit card, just click the box and then click “Confirm Your Investment” – which will now be blue – at the bottom of the screen.

If you’d like to use a different form of payment, please select that option and then click “Next” at the bottom of the screen.

Step 5) Sign the Subscription Agreement

It will take a few moments to load the subscription agreement. Once it does, you will see a screen that looks like this.

Click the blue “Get Started” button in the upper right hand corner.

Once you do that, you’ll see a screen that looks like this. Click on the “Click to Sign” box. 

Once you do that, you’ll be taken to a screen where you can type in your signature. Verify that your name is spelled correctly, then click the “insert” button. 

After that, you’ll be taken back to the subscription agreement, where you’ll see a green bar across the top indicating the form is complete.

Click the blue “continue” button to advance to the final screen, where you will be asked to agree to the HelloSign terms of service. 

Click the blue “I agree” button and you’ll see one final screen confirming the subscription agreement has been complete.

Click “close” and you’re done!

Once you do that, you’ll be taken you a “thank you” page confirming your transaction is now pending.

To discover what happens after you invest check out our guide here.