Reviewing and Subscribing to Equity Offers

When your fund manager creates an offer for you in Centi, you receive a notification and can review the terms and subscribe directly in the portal.

An offer is an invitation from your Centi administrator to acquire equity in one of their portfolio companies. When a new offer is created for you, Centi notifies you by email and makes the offer available in the Investor Portal so you can review the terms and subscribe at your own pace — up to the deadline set by the Centi administrator.

Receiving an offer

Centi sends you an email notification as soon as your administrator activates an offer for you. Click the link to go straight to the offer, or sign in to the Investor Portal at any time and find the offer in the Offers section of your home page.

Offer overview on the home page

Active offers appear as cards in the Offers section of your home page, one card per offer. Each card shows:

• The organisation and company the offer relates to
• The subscription deadline (the date by which you must complete and submit your subscription)
• The current status of the offer (see Offer statuses below)

Click View offer on any card to open the full offer details and begin the subscription flow.

The subscription flow

Subscribing to an offer takes you through a short multi-step wizard.

1. Read the offer introduction

   The first screen summarises what to expect: submitting your information, the administrators review period, signing (and paying, if applicable), and investment completion. Read through and click Next to continue.

2. Choose your investment method

   Select whether you are investing as an individual or through a holding company. If you select a holding company, KYB verification may be required before you can proceed.

3. Enter your personal or company details

   Provide your contact information and confirm or update your address. This data is shared with the administrator as part of your subscription application.

4. Select your subscription amount

   Review the offer securities — including the security name, price per unit, and total units available. If the offer allows a custom subscription amount, enter how much you want to invest. For fixed-allocation offers, your allocation is pre-filled.

   If your offer involves multiple securities and they have a strict ratio between them, for instance 80% Ordinary Shares and 20% Preference Shares the amount you input will be automatically rounded to a value which matches the ratio.

5. Review and submit

   Check the full summary of your subscription — security type, units, price per unit, and total investment — then click Submit to send your application to the fund manager.

If KYC verification is required and has not yet been completed, Centi redirects you to the identity verification flow when you start the subscription flow. Complete verification and you will be returned to the offer automatically. See KYC Verification for details.

Signing the subscription agreement

After you submit your application, the program administrator reviews it. Once approved, you will receive a signing request to your email via DocuSign. Open the DocuSign email, review the document, and apply your electronic signature.

You do not need to return to the Centi portal to sign — the entire signing process happens inside the DocuSign interface. Once you have signed, the offer card on your home page updates to reflect the signed status.

You will receive two emails: One notification email from Centi and one email which comes directly from DocuSign which contains the link to sign the documentation.

After signing

Once the fund manager receives your signed agreement and — where required — your payment, they complete the settlement process. Centi then registers the security event and the transaction appears in your Transaction History. You also receive an email confirmation at this point.

Offer statuses

Each offer has a status label that reflects where it sits in the lifecycle. Some states can show two status labels at once — for example Pending signature and Pending payment when both are outstanding simultaneously.

Status	What it means
(no status label)	The offer is open and waiting for your subscription, or your subscription has been received and is under review. The subscription deadline is shown on the card.
Pending signature	Documents have been sent to your email via DocuSign. Sign them before the signing deadline shown on the card.
Pending payment	Payment instructions are available. Complete the transfer before the payment deadline shown on the card.
Signed	You have signed the documents.
Paid	Your payment has been marked as received.
Fully financed	Your investment is fully covered by a loan arranged through your fund manager. No additional payment is required from you.
Declined	You have declined the offer. The fund manager has been notified and no further action is required.

Declining an offer

If you do not wish to participate, click Decline on the offer card. Confirm the decision in the dialog that appears. The administrator is notified immediately and the offer will eventually be cancelled for you. This action cannot be undone, so contact your administrator before declining if you are unsure.