Pooling Process

How it Works

STEP 1

SPEAK TO AN ADVISOR

Let us know you’re interested by filling out an interest form.  A Pando advisor will reach out and schedule a time to go over pooling and answer any questions you may have.

STEP 2

JOIN THE PLATFORM

Join the growing group looking to build a pool. This will allow us to begin discussing potential pool options with you. There’s no cost, nor an obligation to join a pool.

STEP 3

FIND YOUR POOL

Work with your Pando advisor to find the right pool for you. If you are starting from scratch, we will help you with each step of the process — from finding your poolmates to deciding on pool terms.

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If you already know who you wish to pool with, we'll work as the administrator and help form your pool with those individuals.

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Or if you’d rather join an already formed pool, we’ll help find the right fit for you.

STEP 4

POOL FINALIZATION

We work with you and your pool members to finalize all terms of your pool. Once you’ve signed and everyone in the pool has executed the agreement, you will have officially joined a pool and can celebrate!

PANDO

Let's start building your pool

Let's start the conversation and explore your pool options.