RealtyShares is an online real estate investment platform where accredited investors and high net worth individuals can invest in a variety of real estate offerings. When an investor first signs up, they are put in a "cooling-off period", which is a 30-day waiting period recommended by the Securities and Exchange Commission (SEC) to help avoid a situation where an investor makes a quick decision that he/she doesn’t fully understand. This means that investors cannot view open investment offerings during that 30-day period unless they schedule a phone call with one of our registered investment representatives, which would allow them to invest sooner.
The investor onboarding experience is meant to guide investors through their first-time experience with the platform by prompting them to complete an investor preferences questionnaire and schedule a phone call with a registered investment representative. By doing so, they can get out of the cooling-off period sooner so that they can browse offerings and make an investment.