InvestmentSmall Investor

Back local merchants and manage a portfolio

Browse opportunities, commit money, and track holdings, value, and returns

Back local merchants and manage a portfolio

On the demand side of the investment marketplace is the everyday investor who wants to back local entrepreneurs.

They browse the opportunities merchants have listed, commit money into the businesses they believe in, and then manage the resulting portfolio. The portfolio view tracks invested amount, current value, realized returns, and a transaction history per holding — full visibility into where their money went and how it’s doing.

The pitch is democratized: backing real local businesses, starting small, with transparency rather than a black box.

Illustrative scenario. Not investment advice, and not a record of any real returns.

Illustrative workflow outline

Browse listed merchant opportunities, invest in a business you believe in, and track your holdings, value, returns, and transactions.

This outline is not proof that a workflow completed. Actual availability and outcomes depend on your role, workspace configuration, and the service at the time you use it.

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  1. Open Investment Opportunities and scan the listed merchant businesses.

    You should see: A grid of opportunities loads with expected returns, funding progress, risk level, and business metrics.

    Open in app

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