If you need to correct a mistake, change your investor name, update your capital commitment, or add information to your subscription documents, Vanilla allows edits as long as your investment has not yet been closed and admitted to the fund. Once your subscription documents are counter-signed, no further changes can be made.
How to Modify Your Subscription
1. Open Your Subscription
Use the link provided in your original invitation email.
Enter the email address associated with your subscription.
Follow the prompts to obtain a one-time access code, or, if you've previously created a password, log in using your account credentials.
If you can't find your subscription link, contact the fund you subscribed to or email [email protected] for assistance.
2. Click "Make Edits"
Upon entering, you'll land on the Subscription Overview page.
Look for the "Documents Complete" tag under Subscription Progress. This status means the subscription is eligible for editing.
If the subscription is marked "Closed", it can no longer be modified.
Click the "Make Edits" button located beneath the capital commitment amount to reopen the questionnaire.
3. Open the Section You Want to Edit
After clicking "Make Edits", you'll be taken to the Review & Confirm page. This page displays all of your previously entered answers so you can review them before re-signing.
⚠️ Important: Clicking directly on a displayed answer will not make it editable. To change your answers, you must open a section for editing first.
To edit a section, use either of the following:
Click the Edit button in the top-right corner of the section you want to change. This reopens just that section's questions so you can update them.
Or, use the left-hand menu to navigate directly to any section of the questionnaire.
💡 Tip: Each group of questions on the Review & Confirm page has its own Edit button in the top corner of that section. If you don't see a way to type, look for the Edit button rather than clicking the answer text.
4. Make Your Changes
Update your answers in the section you opened.
To move through the questionnaire, use the Next button or the left-hand menu.
Repeat for any other sections that need changes.
5. Re-sign the Subscription Documents
After making your changes:
Click Next to proceed. Vanilla will prompt you to save and re-sign to confirm the updates. If you need to make additional edits first, click "Save and Continue" to keep working before returning to the Review & Confirm page.
On the Review & Confirm page:
If you are a Signatory, click "Proceed to Sign" to re-sign the documents.
If there are multiple Signatories, each one must re-sign to validate the changes.
If you are a delegate, click "Send to Signatory(s) for Signature" to trigger an email to the signatory(s) to sign the updated agreement.
Once all Signatories have re-signed, the Subscription Overview page will again display the "Documents Complete" status.
Need Help?
If you run into issues or have questions not covered here, reach out to your fund representative or email the Product Support team directly at [email protected].