Step 1: Access the Offering Page 0:08
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Go to https://trident.tribevest.com to login with the magic link.
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Navigate to the offering page.
- Click on the 'Invest' button to proceed with the investment.
Step 2: Create Investment Profile 0:25
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Enter the investment amount (e.g., $50,000).
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Create a new investment profile if you are a new investor.
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Provide personal details such as social security number and address.
Step 3: Accreditation Verification 1:23
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Select your accreditation status (accredited or not).
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If you do not have your accreditation documents, you can skip this step and upload them later.
Step 4: Review Documents 2:03
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Download a copy of the completed offering documents for your records.
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Review the Private Placement Memorandum (PPM) and Operating Agreement (OA).
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Confirm that you have read and understood both documents.
Step 5: Sign Subscription Agreement 2:33
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Launch DocuSign to sign the subscription agreement.
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Fill in required details: investment method, certification, birthday, citizenship, and investment amount.
Step 6: Complete W9 Form 3:34
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Fill out and submit the W9 form.
Step 7: Download Offering Documents 4:29
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Download a copy of the completed offering documents for your records.
Step 8: Funding Instructions 4:48
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Review the wiring instructions provided on the screen.
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Download the PDF or take a screenshot for reference.
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Confirm that you will wire the funds as directed.
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Click 'Save and Continue' to finalize the process.
Step 10: Complete the Investment Process 5:31
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Ensure that you wire the funds to the bank as instructed.
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Wait for the fund manager to counter-sign the documents via DocuSign.
Cautionary Notes
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Ensure all personal information is accurate to avoid delays.
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Keep a copy of all documents for your records.
Tips for Efficiency
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Use a secure internet connection when entering sensitive information.
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Review all documents thoroughly before signing to avoid any misunderstandings.