All CollectionsInvestor Signatory and Delegate ArticlesInvestor Signatory and Delegate ArticlesInvestor Signatory and Investor Delegate Help Articles14 articlesInvestor Quick Start GuideA quick start guide for Vanilla investors: accessing Vanilla, completing your questionnaire, and signing.Investor Signing GuideA walkthrough of the signing process for investors.Investor User RolesWhat is the difference between an investor signatory and an investor delegate?Investor Subscription Questionnaire GuideHow to complete a subscription as an investor on the Vanilla platform.Change/Edit a SignatoryInformation about the signatory role for investors, including how to assign or re-assign the signatory role.Downloading DocumentsWhere investors can find the subscription agreement, fund agreement, and other documents after signing.Fund CorrespondenceAs an investor, where can I find post-closing information such as capital calls, K1 and Tax Reporting documents, or similar documents?Modifying your Subscription DocumentsEditing your subscription documents if you need to change the answer to a question.Name, Email Address, Password and Signature ChangesChanging the name, email address, password, or signature in your Investor Profile.Submitting Multiple SubscriptionsVanilla can accommodate an investor submitting multiple subscriptions to a fund under different investment entities.Tax Reporting and AMLAdding tax documents to your subscription as an investor.Use Information From Previous FundHow an investor who has previously used Vanilla and created a Vanilla profile can re-use responses from a prior subscription questionnaire.How to Subscribe to a Fund Using a Self-Directed IRASubscribing to a fund using a self-directed IRAComplete a Transfer of Interest in VanillaThis article explains how Limited Partners (LPs) participate in a transfer of interest using Vanilla — including how to access your transfer, complete any required questionnaires, sign documents, and submit…
