After you have set up your investment entity, navigate to the offering in which you wish to invest. Once you enter the amount you wish to invest, you will need to choose your investing entity and your payment method. After that all you need to do is sign your subscription agreement.

The payment method you choose for your investment determines how long it will take for it to settle. If you invest from your Upright Wallet, your investment should settle the same day. If your investment originated from ACH, it should take 3-5 business days. A wire will settle the day after you send the wire.

Before you finalize an investment, there are a few documents you will need to review. First is our Investor Agreement, a binding agreement that you sign to finalize your investment. Next is the Upright Indenture. The Indenture contains provisions that define Note holders’ rights under the Notes. In addition, the Indenture governs the obligations of the Company under the Notes. Third is the Private Placement Memorandum, a document that discloses the risks of investing in a privately offered security, such as a Borrower Dependent Note (BDN).

Our investment process is all done online. Once you have selected the deal you wish to invest in from invest.app.upright/deals you will need to select the amount, investing entity and payment method for your investment. After that you will be redirected to the subscription agreement. You will have the ability to sign the subscription agreement by either typing or drawing your signature. Once that is completed your investment will be processed.