How to Invest
Investing with Startly Portal is easy!
Click 'Join' in the header and complete the know-your-client fields to the best of your ability. Note that all information is secure and kept in strict confidence. If fields are left blank, we will complete them together during the telephone intake call.
2. Book a Call
After submitting your know-your-client form you will receive a welcome email inviting you to book a telephone intake call to review and finalize your know-your-client profile and to discuss the investment you are interested in and its suitability for you and your portfolio. Please have a government issued photo ID (other than health card) and, for corporate investors, the Articles of Incorporation or a current Corporate Profile ready.
3. Login to your Account
After a successful intake call you will a) receive an email to digitally sign your completed know-your-client form; b) be granted access to our investor portal, and c) be provided with an investment suitability recommendation based on the nature of the investment and the particulars of your financial situation and existing investment portfolio.
4. Sign the Subscription Agreement
If our recommendation is that the investment is suitable for you and your portfolio, we will upload the subscription agreement and other important investment materials to your portal account. Upon your request, we will also send the subscription agreement to you for digital signing via email.
5. Self-Directed Trades
If our recommendation is that the investment is not suitable for you but you still wish to proceed, you will be required to additionally complete a self-directed trade form which will be on the second page of the suitability recommendation. Note that self-directed trades are not available to 'eligible investors' relying on the Offering Memorandum exemption.
6. Send Payment
Upon completion and submission of the subscription and other required materials, you will then need to follow the payment instructions found in the investment materials to send your payment to the issuer or its lawyer/escrow agent. Startly Portal does not hold investor funds for any reason.
The issuer will then review your completed materials, confirm receipt of the funds, and, subject to any provisions in the materials, issue the subscribed for securities and provide notification of the same. The acceptance of subscription is at the discretion of issuers and is carried out independently of Startly Portal.
If you encounter any problems or have addition questions, please don't hesitate to contact us by email or telephone.
About Startly Portal
Startlyportal.ca is operated by Startly Inc. (Ontario) a/o/a Startly Portal, an Exempt Market Dealer registered with the Ontario Securities Commission (NRD# 70440).
Startly Portal pairs investors with exempt market investment opportunities. We are currently licensed to receive investments only from residents of Ontario, British Columbia and Alberta. Contact us here.
Nick Wright, CEO & CCO
Nicholas dePencier Wright has over 15 years of experience practising corporate and securities law. He has extensive experience helping issuers and investment funds comply with applicable securities laws. Licensed to practice law in Ontario, California and Texas, Nick holds Law (JD) and Masters of Business Administration (MBA) degrees from Dalhousie University, a masters in tax law (LLM) from Osgoode Hall Law School and an Honours in Philosophy (BA) from King’s College, Halifax. In addition to Chief Executive Officer (CEO), Nick acts as Ultimate Designated Person (UDP), Chief Compliance Officer (CCO) and a Dealer Representative (DL) for Startly Inc. (Ontario).