Investors Journey Map

Decided to invest with Cindicates through your personal account or holding company?

Here are the steps to make it happen.

Step 1.

Submit an investor intake form to indicate your interest in Cindicates.

Step 2.

We send you the Subscription Agreement and Share Purchase Report to sign via DocuSign.

Step 3.

Send your investment by wire transfer or cheque.

Step 4.

We issue share certificates and typically send your 30% tax credit in early to mid-March.

Investing through your RRSP account?

If you wanted to take advantage of additional tax savings by investing through your RRSP, here's the process.

Step 1.

Submit an investor intake form to indicate your interest in Cindicates.

Step 2.

Set up your account with our partner, Western Pacific Trust Company (WPTC), by completing our investment form.

Step 3.

Set up your preferred payment method to cover WPTC fees associated with your investment.

Step 4.

Once your WPTC account is active, transfer funds directly to your WPTC account.

STEP 5:

We send you the Subscription Agreement and Share Purchase Report to sign via DocuSign.

STEP 6:

We issue share certificates and typically send your 30% tax credit in early to mid-March.

Cindicates' investment expertise has been invaluable. They took the time to understand our vision and worked closely with us to shape our business strategy and ensure we stayed on track toward achieving our goals. With their guidance, we expanded operations and reached more communities. We look forward to continuing to work with them to make a positive impact in the care industry.

Rustam Sengupta, Portfolio Company
CEO & Founder, Tuktu

I care deeply about Victoria's local startup ecosystem and its entrepreneurs and the Cindicates offer a great avenue through which I can provide support! It also helps that investments are VCC eligible, and can be sheltered in an RRSP if you so choose. For someone dipping their feet into angel investing, it's a great start!

Neil Henderson, Investor
CEO, Redbrick

The Cindicates team has been unwavering champions of joni right from the early days. They recognized our vision and believed in us as founders, providing us with the foundational support to launch, grow, and raise funds. Building a company truly takes a village, and we are incredibly grateful to have them as an integral part of our village!

Linda Biggs & Jayesh Vekariya, Portfolio Company
Co-Founders and Co-CEOs, Joni

As someone that has always wanted to invest locally, I've appreciated all that Cindicates has to offer. They make investing easy by supporting the best up and coming companies, doing all the due diligence, putting together a good diversity of industries in each cohort and being available to answer any questions that I might have along the way.

Chris Yue, Investor
CEO, Renzoku

INVESTORS JOURNEY MAP

Decided to invest with Cindicates through your personal account or holding company?

Step 1.

Submit an investor intake form to indicate your interest in Cindicates.

Step 2.

We send you the Subscription Agreement and Share Purchase Report to sign via DocuSign.

Step 3.

Send your investment by wire transfer or cheque.

Step 4.

We issue share certificates and typically send your 30% tax credit in early to mid-March.

Are you an accredited BC investor?

Investing through your RRSP account?

Step 1.

Submit an investor intake form to indicate your interest in Cindicates.

Step 2.

Set up your account with our partner, Western Pacific Trust Company (WPTC), by completing our investment form.

Step 3.

Set up your preferred payment method to cover WPTC fees associated with your investment.

Step 4.

Once your WPTC account is active, transfer funds directly to your WPTC account.

STEP 5:

We send you the Subscription Agreement and Share Purchase Report to sign via DocuSign.

STEP 6:

We issue share certificates and typically send your 30% tax credit in early to mid-March.

Ready to make a real impact?

Why Invest with Us?

Foster Growth

Deal Diversification

Access

Attractive Tax Incentives

WHAT INVESTORS, FOUNDERS, AND COMMUNITY MEMBERS ARE SAYING ABOUT CINDICATES

INVESTORS JOURNEY MAP

Decided to invest with Cindicates through your personal account or holding company?

Step 1.

Submit an investor intake form to indicate your interest in Cindicates.

Step 2.

We send you the Subscription Agreement and Share Purchase Report to sign via DocuSign.

Step 3.

Send your investment by wire transfer or cheque.

Step 4.

We issue share certificates and typically send your 30% tax credit in early to mid-March.

Are you an accredited BC investor?

Investing through your RRSP account?

Step 1.

Submit an investor intake form to indicate your interest in Cindicates.

Step 2.

Set up your account with our partner, Western Pacific Trust Company (WPTC), by completing our investment form.

Step 3.

Set up your preferred payment method to cover WPTC fees associated with your investment.

Step 4.

Once your WPTC account is active, transfer funds directly to your WPTC account.

STEP 5:

We send you the Subscription Agreement and Share Purchase Report to sign via DocuSign.

STEP 6:

We issue share certificates and typically send your 30% tax credit in early to mid-March.

Ready to make a real impact?

Why Invest with Us?

Foster Growth

Deal Diversification

Access

Attractive Tax Incentives

WHAT INVESTORS, FOUNDERS, AND COMMUNITY MEMBERS ARE SAYING ABOUT CINDICATES

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