← Back to selected product Create investment request

Investment request workflow

Build, configure, and submit your investment request.

Open request center Back to investor catalog

Selected Product Opportunity summary The request inherits economics, ticket policy, and available allocation from this opportunity.

Request Record Investment request This is not a one-off confirmation screen. Submission creates a request record that stays visible in Request Center.

Active Invest Limit Discovery access Browsing is available now. Complete verification before submitting investment requests.

Initial status Pending compliance / allocation After submit, the request appears in Request Center and can move through review, action required, approval, or rejection.

Define request

Set the route and request size against the visible ticket policy.

Choose route

Select the verified funding method that matches rail and currency.

Confirm package

Accept the transaction documents and policy package required for review.

Submit to review

Send the request into DFTP review for compliance and allocation checks.

Step 1

Define request

Choose a typed allocation route, then size the request against the product minimum and visible remaining capacity.

Discovery access. Verify to submit requests.

Allocation route

Investment amount

Settlement currency

Quick presets

Step 2

Choose funding route

Choose the route that matches the investor funding setup. Rail, currency, and account stay aligned automatically, while live funding execution still depends on the verified methods stored in Payment methods.

Settlement rail

Funding route

Funding timing

Submission intent

Selected route profile

Choose a rail and funding route to see the typed routing profile.

Step 3

Confirm transaction package

Submit the request with a complete acceptance package so the desk can review a full instruction set.

Step 4

Submit to DFTP review

This step confirms profile and authority details and sends the request into DFTP review using the investor profile already stored in the platform.

Verified investor profile

Open entity & controls

Submission confirmations

I confirm this request uses the investor profile, mandate, and setup state currently stored in DFTP. I confirm I am authorized to place this investment request, including on behalf of the investor entity if one is in scope.

After submit, track status in Request Center.