DocumentationInvestor
Common tasks
Complete access and verification
Sign in, select the appropriate account and network, and complete the required investor or institutional verification. A connected wallet alone does not grant vault participation.
Review a vault before depositing
Open Vaults and inspect the manager, deposit asset, share class, fees, access policy, liquidity, and exit terms. For a tranche vault, confirm whether the position is Senior or Junior.
Deposit capital
Open the chosen vault and its deposit action. Enter the asset amount, review limits and eligibility, approve spending where required, and complete the deposit. Verify the resulting position after reload.
Request and claim a withdrawal
Review available cash and the exit policy before requesting redemption. A committed asynchronous request follows its claim state and FIFO ordering. Claim only the amount shown as claimable.
More task guides
Your operating scope
The current account, entity, network, and object-specific role determine the available controls. A workspace label, saved display role, or public record does not grant transaction authority.
Find a page or control
Open Investor pages and controls for application locations, conditional inputs, and source-defined action families.
Before changing authority
Read Roles and permissions. Ownership, pending ownership, operational roles, signers, and payout recipients have distinct scopes.
When a task is blocked
Use Troubleshooting for validation, stale or missing data, pending operations, expired items, and changed permissions.