HELP CENTER
How to Invest
Step-by-step investment process
1
Complete Due Diligence
Access all necessary due diligence materials, including detailed fund-level documents, offering memoranda, and digital subscription agreements. Review these thoroughly to ensure alignment with your objectives.
2
Contact Your Origin Investor Relations Team Member
Start by reaching out to an Origin Investor Relations team member to express your interest. We’ll discuss your unique investment goals and determine which Origin Fund or strategy meets your needs.
3
Complete the Investor Questionnaire and Subscription Agreement
Complete the investor questionnaire and subscription agreement, including the commitment amount, investment account details, and payment instructions. Our Investor Services team can assist throughout this process, ensuring a smooth experience.
4
Undergo KYC Verification
Complete the Know Your Customer (KYC) process by uploading a copy of your ID to meet compliance requirements. If applicable, you may also upload your entity formation documents.
5
Provide Accreditation Documentation
Submit the necessary documents to verify your accredited investor status.
6
Receive Wire Instructions
Once all the required steps are completed and approved, you will receive the wire instructions.
7
Fund Your Investment
Use the provided wire instructions to transfer funds and finalize your investment.
8
Access Ongoing Support and Reporting
You will receive quarterly updates, detailed reports, and access to our investor portal post-subscription. Our Investor Relations and Investor Services teams can always address questions or provide support.