# Investing in Opportunities

### Overview

The Control Super Investment Marketplace allows you to access a curated range of alternative assets, such as private credit and first mortgages. This guide will walk you through the process of selecting an investment, reviewing the necessary legal documentation, and funding your allocation.

### Before You Begin

{% hint style="info" %}
To complete an investment, ensure your account has a linked bank account set up for funding, or sufficient funds available in your Control Super account balance.
{% endhint %}

### Steps

#### Step 1: Browse the Marketplace

From your Home dashboard, you can select an item from "Featured Opportunities" or navigate to the **Investments** tab in the sidebar to view the full marketplace.

Inside the marketplace, you can use the search bar to find specific assets, or use the **Filters** button to narrow down opportunities by asset class, risk level, or return frequency.

<figure><img src="/files/pvU6lsS48IVouthfMX2l" alt=""><figcaption></figcaption></figure>

***

#### Step 2: Review Investment Details

Click on an investment card to view its full details. This page outlines Key Metrics (such as Target Return and Loan-to-Value Ratio) and provides a detailed overview of the asset.

{% hint style="success" %}
Pay attention to specific requirements tags, such as "Wholesale Only," to ensure you meet the eligibility criteria for the investment.
{% endhint %}

***

#### Step 3: Read Offering Documents

Before investing, it is essential to review the legal documentation. Scroll down to the **Documents** section and click on the **Information Memorandum** (IM) or other attached files to read the full investment details and risks.

***

#### Step 4: Enter Investment Amount

Click the **Invest** button to open the investment drawer. Enter the amount you wish to invest in Australian Dollars (AUD).

Note that each opportunity has a **Minimum Investment** amount (e.g., $1,000). You will not be able to proceed if your amount is below this threshold. Click **Continue to Review** to proceed.

***

#### Step 5: Select Payment Method

Choose how you would like to fund the investment. You can select:

* **Account Balance:** Use funds currently held in your Control Super wallet.
* **Linked Bank Account:** Direct debit the funds from your nominated bank account.

<figure><img src="/files/FnagFAXxfbHHIyxG2Cml" alt=""><figcaption></figcaption></figure>

***

#### Step 6: Confirm and Authorise

Review the investment summary, including the term and target return. You must tick the checkboxes to acknowledge that:

1. You have read and understood the Information Memorandum.
2. You understand that investment returns are not guaranteed and capital is at risk.

Click **Confirm Investment** to finalise the transaction.

***

### What Happens Next

Once confirmed, you will see a "Payment Processing" status. The investment will immediately appear in your Portfolio.

When viewing the investment in your portfolio, you will see an **Investment Timeline** tracking the progress of your funds:

1. **Investment Created:** Your order has been placed.
2. **Payment Processed:** Funds have been successfully drawn.
3. **Signed Contract:** Legal documentation is finalised.
4. **Issued:** You officially hold the units in the investment.

{% hint style="danger" %}
**Investment Risks:** All alternative investments carry risk. Returns are indicative only and not guaranteed. Ensure you have read the Information Memorandum carefully before committing funds.
{% endhint %}

### Need Help?

If you run into any issues during the investment process, please contact the Control Super support team at <support@ctrlsuper.com.au>.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://ctrlsuper.gitbook.io/ctrlsuper-docs/investing-in-opportunities.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.