So you’ve spotted a deal you love and hit that big INVEST button. Here’s what happens next:

1️⃣ KYC (Know Your Customer)
Every investor goes through a quick ID check. It’s the standard verification process every financial platform requires.

2️⃣ Link your funding account via Plaid
No wires. No paper checks. No waiting days for a routing number to clear.

3️⃣ Pick your amount, confirm twice, and you’re in
Like ordering takeout, except your dinner might 10x one day.

You can also invest from a Trust, IRA, 401(k) (that allows alternatives), or even through your Donor-Advised Fund (DAF). Just follow the prompts on-screen.

Once you confirm, everything happens automatically. The docs are signed, your investment appears in your Play Money portfolio, and a confirmation email hits your inbox.

Funds usually move right away unless we are waiting to hit the SPV minimum. When the round closes and the startup gets their wire, you’ll receive a “deal complete” email with downloadable paperwork.

At tax time, you’ll get a K-1 only when there’s something to report, typically in Year 1 or when there is an exit event.

💡 Translation: Fewer forms, fewer headaches, more time to be an angel.