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Invest

Find the Primary Offerings and funds open to the active participant, open an offering to subscribe, and request a fund subscription from its card.
Open it fromWealthInvestRole:Any signed-in userConsole address: /wealth/invest

Invest lists each Primary Offering open to the active participant, the person or organisation selected in “Working as”. Use “Invest” to find an offering and open it, where you subscribe, or to request a subscription to a fund from its card. Once a position exists, Portfolio is where you track and act on it. Below the offerings, a “Funds” section lists the funds that take subscriptions, whether or not you already hold units. “Offerings” show only what you could still acquire.

The Invest page shows one card for each open offering, here CAPTECH.

The card shows “Raised” against “Target” with a progress bar, the “Opens” and “Closes” dates, and View offering. No “Your position” row appears because the active participant has not bought anything yet.

Steps

Open Invest

Under “Wealth”, select Invest.

Find an offering

Compare the cards' raised amount and progress against target, and their opening and closing dates. A card shows “Your position” only when the active participant has already purchased a nonzero amount. Otherwise the card has no “Your position” row. Each card also carries a status badge, the shortened contract address and the offering's cover photo when it has one. Use “Search by address…” to narrow the list. When nothing matches, the list reads “No offerings match that address” and “Check the address and try again.” A long list splits into pages. With no open offering and no fund, the page reads “No open offerings”.

Open the offering

Select the card to open the offering's page. A screen reader names the card by View offering and the token symbol. Offering describes its tabs, how to subscribe, and how to claim tokens or a refund.

Subscribe to a fund

The Funds section lists each fund that has subscription terms. A fund with no terms is not listed, and neither is a fund that uses register lines. The section sits below the offerings. Its heading is “Funds”, and the offerings above it get the heading “Offerings” only when both sections have cards.

Each fund card shows the fund's name and symbol and a Subscribe button. Select it to open the subscription sheet for that fund. The sheet uses your main wallet, so it has no wallet picker. Enter the cash amount in the fund's subscription currency and confirm. The sheet shows the fund's minimum when the terms set one. When you have no wallet, “Subscribe” is off and the card says “You need a wallet before you can subscribe to a fund.”

Subscribing to a fund records a request. The platform records the cash amount and its dealing day, and does not price the request, take the cash or issue units at that point. The card lists your requests for the fund with their status, and offers Cancel until the dealing day's cut-off. After the cut-off a request stays “Open”. If the fund's rules exclude you, the sheet shows “This fund isn't open to your account. Ask the fund manager to check your eligibility, then try again.” For the full flow, see Fund dealing.

How an offering reaches you

Three things are decided separately. An offering is listed when the active participant has bought into it or can discover it, and the sale is a live public sale, a presale the participant is whitelisted for, or a presale past its presale end. Otherwise the list omits it without an error. Subscribe appears on a listed offering's page when the sale's phase is open, an accepted payment currency exists, headroom remains, and the organisation's “Primary market” module is not read-only. After you buy, the sale resolves to a claimable success, a refundable failure or a pending state.

Listing, the Subscribe control and the sale outcome are decided separately.An offering must be visible to the active participant and in an investable phase to appear. Subscribe also requires an accepted payment currency and remaining capacity. The entered amount must pass the subscription limits. After a successful sale, the participant can claim tokens, subject to any vesting schedule. After a failed sale, the participant can claim refunds by currency. An unresolved sale remains pending.Listing, the Subscribe control and the sale outcome are decided separately.An offering must be visible to the active participant and in an investable phase to appear. Subscribe also requires an accepted payment currency and remaining capacity. The entered amount must pass the subscription limits. After a successful sale, the participant can claim tokens, subject to any vesting schedule. After a failed sale, the participant can claim refunds by currency. An unresolved sale remains pending.

The Subscribe control appears only when the sale phase, an accepted payment currency, the remaining headroom and a writable “Primary market” module all pass.

Browsing offerings and opening their pages changes nothing. What a purchase commits, and how a refund is protected when a sale fails, is on Offering.

Troubleshooting

No open offerings appear

Signal: the page reads “No open offerings” instead of any cards. Cause: no offering is listed for the active participant and no fund takes subscriptions. Fix: confirm the participant in Working as, then check back during an offering's active window. If you expected an offering, ask the issuer whether it is open to you.

The page asks for the offering add-on

Signal: the page reads “Offerings need the offering add-on” instead of any cards. Cause: the organisation has no Offering add-on and no fund takes subscriptions. Fix: ask a system manager to deploy the “Offering” add-on. Offerings appear on the page once it is deployed.

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