Once your investment is confirmed, here's what to expect going forward:
Immediately
SPV confirmation email with your investment details
All signed documents available in your Vault
Investment appears in your portfolio with the current estimated value
Regularly
Performance updates (when available from the portfolio company)
Valuation updates based on the latest funding round or comparable data
Your portfolio value is automatically adjusted
Annually
K-1
At exit
Notification when the company has a liquidity event (IPO, acquisition)
Distribution details and timeline
Proceeds wired to your bank account (minus carry on profits)
Final tax documentation in your Vault. Your role as an investor
Keep your banking details up to date for distributions
File K-1 forms with your annual tax return
Monitor updates in your portfolio dashboard