Portfolio Select
Portfolio Select Benefits
Seamlessly diversify your private investment portfolio with lower minimum investments
One click investing
After onboarding, each Portfolio Select investment is completed with one click and no additional paperwork, wiring fees or hassle.
Lower minimums
Portfolio Select members enjoy a reduced minimum investment of $5,000, allowing them to invest in more opportunities and further diversify their portfolio.
Curated Portfolio
All opportunities on the OurCrowd platform have been carefully vetted and approved by our expert investment team.
Preferential Allocation
Reserve allocation in any investment with your pre-funded Portfolio Select account,
even highly oversubscribed opportunities.
No allocation? No problem.
How it works
- Create your Portfolio Select
Onboard your investment account by providing required KYC information and documentation - Transfer funds
Upon account approval, transfer funds to your Portfolio Select account to begin investing - Select investment opportunities
Browse our list of curated opportunities and invest with one click by using your new Portfolio Select
FAQs
Is there a difference in fees for Portfolio Select investments?
No, Portfolio Select investments have the same fee structure and deal economics as individual investments. For more information on OurCrowd's fee structure, click below.
Do I collect interest on my funds once transferred?
Investor funds remain in a non-interest-bearing escrow account until deployment.
Can I use my Portfolio Select balance for investing in fund products?
Yes. Portfolio Select participants must actively indicate interest in the fund and invest the minimum amount as required by the fund.
What is the minimum amount required to open a Portfolio Select account?
The minimum to open a Portfolio Select is $50k. Allocations start at $5k per company, with the option to allot more. Allocations in funds have the same minimum as the required fund minimum.
Can I add additional funds to my Portfolio Select account after the initial opening of the account?
Yes. Portfolio Select investors can add funds to their account at any time. They will only need to sign a one-page document before wiring additional funds.
What if I want to cancel the account?
If you decide to cancel your Portfolio Select or would like a refund of the unallocated balance, OurCrowd will return your funds within 21 business days of the request.
Is allocation guaranteed for every deal? What about follow-on rounds?
OurCrowd investors with pre-funded Portfolio Select accounts will receive preferential allocation in the case of over-subscribed investment opportunities. Existing investors will receive guaranteed reserved allocation for their pre-emptive amounts in follow-on rounds.
What kind of documentation do I need to provide and sign?
First time OurCrowd investors must complete the initial investor onboarding and a Portfolio Select Agreement. The initial digital onboarding varies depending on the country of residence of the investor and the type of entity they are investing from. It will contain a brief questionnaire, tax document, accreditation document, and form for banking details. Investors who have already invested with OurCrowd before will only need to complete and sign the Portfolio Select Agreement.
In the event of an oversubscription, what happens to my investment?
In the case of over-subscribed investment opportunities, OurCrowd will seek additional allocation in the funding round. If we are unable to increase our allocation in the company’s fundraising round, investors will be scaled back on a pro rata basis, subject to the OurCrowd GP’s discretion. Portfolio Select investors with pre-funded accounts will receive preferential allocation in cases of oversubscription.