Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know how to open an investment invitation from your sponsor, move through the guided investment wizard from choosing your investing entity to funding your commitment, and resume the flow at the right step whenever you come back to it.
Note
Investing in an opportunity starts with an invitation from your sponsor (GP). You receive a link by email; opening it brings you to the sponsor's opportunity page and then into the investment wizard. If you expected an invitation but cannot find one, contact the sponsor who manages the deal.
Open your invitation
- Open the invitation link your sponsor sent you.
- Review the opportunity details on the landing page so you understand the deal.
- When you're ready, select Invest Now to start the investment wizard.
Note
If your sponsor sent you straight to a later step — for example, to fund a capital call after you've already committed — opening the link may take you directly into the wizard rather than the opportunity page. Earlier steps you've already completed appear locked.
Work through the wizard
The wizard shows a progress stepper so you can always see which step you're on, which you've finished, and which are still ahead. You move through the steps in order.
- Entity — choose whether you're investing as an individual or through an entity, confirm your tax details, and answer whether you're an accredited investor. If your sponsor already has your entity on file, these fields are pre-filled for you to confirm; you can also select a different entity or create a new one.