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How to make a soft commitment

This article outlines the steps for investors to soft commit to an investment offering they've been invited to.

How to make a Soft Commitment

A soft commitment serves as an interest indicator for an investment offering. It is not binding in anyway and you can decide to opt out at any time. 

Step 1: Access the Offering 0:00

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  • Navigate to the offerings section in the system.

  • Locate the specific offering you wish to soft commit to (e.g., 'Preserve at Copper Springs').

Step 2: Review Offering Details 0:09

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  • Click on the offering to view:

    • Deal description, key terms, any associated documents

    • Financial information

    • Location details (if applicable)

    • Video overview

Step 3: Initiate Soft Commitment 0:32

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  • Click the 'Soft Commit' button located in the upper right corner of the offering page.

Step 4: Enter Personal Information 0:32

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  • Fill in the required fields:

    • First Name

    • Last Name

    • Email Address (auto-filled)

    • Phone Number (for contact purposes)

Step 5: Specify Commitment Amount 1:00

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  • Enter the amount you wish to soft commit.

  • Ensure the amount meets the minimum requirement indicated below the field.

Step 6: Confirm Investor Status 1:12

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  • Indicate whether you are an accredited investor or not.

Step 7: Complete the Soft Commitment 1:28

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  • Click 'Continue' to save your information in the system.

  • Wait for confirmation that your soft commit was successful.

Step 8: Review Your Soft Commitment 1:40

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  • After saving, review the details of your soft commitment, by clicking "Review Soft Commit" in the upper righthand corner.

  • Ensure all entered information is correct.

Step 9: Monitor Investment Status 1:50

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  • Exit the offering page to see your soft commit amount displayed.

  • Await an email notification from the fund manager when the investment offering is open for actual investment.

Cautionary Notes

  • Double-check all entered information for accuracy before submitting.

  • Ensure you understand the minimum commitment requirements before entering an amount.

Tips for Efficiency

  • Keep your personal information updated in the system to avoid delays.

  • Regularly check your email for notifications regarding the investment status.