1. Open and accept the email invitation sent to you by the deal Sponsor
2. Set up your user profile (remember to use your actual name and not the name of your company, if you are planning on investing as a corporate entity then you can choose this later on during the setup process)
3. You will be redirected to your new Vauban Dashboard where you can review the investment opportunity and then select ‘Invest’ when you're ready
4. You then choose the 'who' and 'what' and 'how' of your investment
5. You'll then need to verify your investing account, this requires some basic information on the investing account plus some supporting documentation, all of which are outlined in the questionnaire. Select ‘Get Started’ to complete this
⚠️ Make sure you have an image of your passport, photocard driving licence, or I.D. card, plus a recent proof-of-address (more information on permitted documents here)
6. Complete all the sections and click on "Complete" when you are done
All sections must be completed accurately in order for your investing account to be submitted. If some questions are not answered accurately, your account will not be approved and our Compliance team will contact you directly to request additional information or documentation.
7. Once you have submitted your investing account, Vauban’s Compliance team will review and respond to you by email informing you if it has been approved or if more information is required. This usually takes a few hours.
8. Next, you will be invited (by email) to sign the deal’s legal documentation. You can also access these legal documents via the Documents tab on the left-hand side of the Dashboard. You are able to review and sign the documents directly on the platform
9. Once you have signed all relevant documentation, we will send you a Capital Call Notice outlining the payment instructions for your investment
10. Once your payment has been received we will send you a Contract Note confirming your investment in the deal
11. You're all done!